Create and configure access for a section in a custom form

  1. Begin creating or editing a custom form and adding fields, as described in Create a custom form.

  2. Click Section break and drag it into the desired position on the canvas.

  3. In the right panel, configure the options you want for the section:

    Label

    (Required) Type a descriptive label to display above the section. You can change the label at any time.

    IMPORTANT: Avoid using special characters in this label. They don't display correctly in reports.

    DescriptionType text if you want to explain to users what the section is for. This displays below the section's label on the custom form.
    Grant access

    Select the permissions that users need on an object where the custom form is attached in order to view this section and edit its field values.

    The following permissions are available under Users with this access to the object can view field values:

    • View: View permissions to the object

    • Limited Edit: (Available only if the object is a project, task, issue, or user):

      Allows users to contribute to the object if it's a project, task, or issue.

      Allows users to edit the profile or own the profile permission to the object if it's a user.

    • Edit: Manage permissions to the object

    • Admin only: System Administrator access level

    The following permissions are available under Users with this access to the object can edit field values:

    • Limited Edit: (Available only if the object is a project, task, issue, or user):

      If the object a project, task, or issue, this permission allows users to contribute to the object

      If the object is a user, this permission allows users to edit the profile or own the profile permission to the object.

    • Edit: Manage permissions to the object

    • Admin only: System Administrator access level

    For information about permissions on objects, see Overview of sharing permissions on objects.

    NOTE:

    • Users without the permissions you specify here can't see the custom fields and widgets in the section.

      This is also true if you display the fields' values in reports or use them in calculated fields in text mode reporting.

    • For request/issue custom forms: If View access is needed to see the fields in the section break, but Admin access is needed to edit the fields, the section and all of its fields will not be visible to non-administrators when they fill out the form. Once the request has been created, then the users with View access can view the fields in the section.

    • Associating multiple object types with your form can change the viewing and editing permissions that are available in these steps. For more information, see How multiple object types can affect section break permissions in a custom form in this article.

    Add Logic

    Use display logic to specify whether the section should display on the form, based on selections users make in multi-choice custom fields when they fill out the form.

    NOTE: If all of the individual fields under a section break have display logic applied to them and they are all hidden as a result of the logic, the entire section will be hidden on the custom form. This will happen even if display logic is not applied to the section break.

    For more information, see Add display logic and skip logic with the form designer.

  4. Drag or add at least one custom field or widget to the new section. This is required before you save the section.

  5. Click Done.

    TIP
    You can click Apply at any point while you are creating a custom form to save your changes and keep the form open.