Access for a shared custom field you want to use

Last update: 2023-07-26
  • Created for:
  • Admin

When someone shares a custom field with View or Manage access, they can configure several other settings to further define that access. If you are a recipient of the field, those settings impact what you can do with the field. You might see the following when you view the field.

For more information about how users configure sharing settings when sharing a custom form, see Configure sharing for custom fields and widgets.

Access settings selected by the sharer What you can do with the field
  • View
  • Add to Custom Forms: Not selected

If you are viewing the Fields tab on the main Custom Forms page, you can see the field, but the Edit button isn't available on the toolbar when you select the field.

  • View
  • Add to Custom Forms: Selected

If you add the field to a custom form:

  • You can edit form-related settings for the field, such as its display logic, it's order among other fields on the form, whether it's a required field on the form, and the ability to remove it from the form.
  • You cannot edit field-related settings for the field, such as its label, name, and type.
  • Manage
  • Editable system-wide
You can add the field to custom forms and edit any field-related settings for it, such as the label, name, and type.
  • Manage

If you are viewing the Fields tab on the main Custom Forms page, the Edit button is available on the toolbar when you select the field.

  • View or Manage
  • Share: Not selected

The sharing settings are not visible when you view the field while creating or editing a custom form.

If you are viewing the Fields tab on the main Custom Forms page, the toolbar Share button is not available on the toolbar when you select the field.

  • View or Manage
  • Delete: Not selected

If you are viewing the Fields tab on the main Custom Forms page, the Delete button is not available on the toolbar when you select the field.

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