View Forms
The permissions that have been set in the View Forms tab determine the form that users see when they open the shell. In the View Forms tab, permissions can be granted to groups to view additional forms designed in uDesigner rather than the standard shell attribute form.
Opening the shell properties, from the landing page (Admin mode)
A user or group in the shell who has restriction to access the View forms (the user or group is not included in the viewers list in the View Forms setup of shell) will see the View form in read-only mode, when the form is accessed by way of the shell details from the shell landing page. In addition:
- This type of user or group will not see any other tabs within the Details page.
- This restriction does not apply to a user or group (including the administrator) who has Modify permission to the company-sponsored or partner-sponsored shell.
A user or group (including the administrator) who has Modify permission to the company-sponsored or partner-sponsored shell and has been added as a viewer to any of the View forms can see the Action form and all the tabs in the edit mode.
Opening the shell properties, from the landing page (User mode)
When a user or group opens a shell instance in User mode, the system opens the landing page of the shell. A shell member who has permission to a View form that has been defined for a shell can see the View form when the member opens the shell properties from the shell landing page.
Note: A user or group (including the administrator) who has Modify permission can access the shell properties in edit mode and see all the tabs even if the user or group (including the administrator) is added as a restricted user for the View Forms tab.
Last Published Wednesday, July 2, 2025