Setting Form Preferences

You need to set the preferred form for each custom role that you assign to users.

To set form preferences:

1. Go to Setup > Users/Roles > Manage Roles.

2. Locate the custom role on the list. Click Edit.

3. On the Role page, click the Forms subtab.

4. Click the Custom Record subtab.

5. In the Preferred column, check the box next to Custom Onboarding Task Form.

6. In the Restricted column, check the box next to Custom Onboarding Task Form.

7. Click Save.

Related Topics

• Prerequisites
• Installing the SuiteApp
• Granting Onboarding/Offboarding Permissions for Custom Roles
• Updates Preferences
• Setting Up the Onboarding Portlet
• Setting Up Onboarding and Offboarding Plans

General Notices