Part 4: Assign a Form to an Application Role

In the part of the exercise, you clone the Default Layout Form and assign the new Form to an Application Role.

1. Go to the Configuration page, under the Customization tile, click Objects. Navigate to Orders > Forms.
2. Select the Default Layout Form and click Clone Layout.
3. Name the Form Customer Layout, leave all other data unchanged and click Save.
4. Remove the Priority and Status fields from the Form (just to make it different from the Default Layout Form) and click Save Changes.
5. Go to the Configuration page, under the Customization tile, click Objects. Navigate to Orders > Forms Assignment.
6. Click Edit.
7. For the Customer Role, change the Record Access Form from Default Layout to Customer Layout and leave Mobile Form unchanged:
   
   
   
   
8. Click Save.