Data form settings

Modified 2 weeks ago

Abhiram

Applies to Digital Work Platform:

  • Small Business
  • Corporate
  • Enterprise

As an application developer, you will have default access to forms that you create. To configure or change settings for the data form, click Settings on the data form editor.

General settings

On the General tab, you can configure form titles.

Configuring form titles

The form title is the unique name given to each entry in your data form. To configure form titles, click the Add button (+) and arrange default system fields or form fields in the order that you want, and then click Save. Based on this format, titles are auto generated and are displayed on top of each data form.

Security settings

On the Security tab, you can restrict flow and field permissions.

By default, all other flows in your account are able to find values in your data form. If you want to restrict this, select Choose flows that can look up this data form and type the flows you want to grant access to the data form. To remove a flow, click the Remove button next to the flow name. Click Save when finished.

You can also restrict which fields are able to be looked up.

You can also restrict the fields that can be looked up by other flows.

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