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Who can use the form/flow
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- Private - only the owner can edit, test or use the form. The owner must log in to .
- Public In Tenant - the form is usable to anyone who has an account (username/password) and is logged in to your tenant.
- Public - anyone can use it even if they are not logged in.
- Custom - The owning designer always has access to the form/flow. Additionally, the designer may configure selected users and/or roles (i.e. users with these roles) to have runtime access to the form/flow.
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This topic is discussed in detail here.
Who can edit the form/flow
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Edit permissions should not be given to forms or flows currently in production use. Please see the Admin Best Practices Guide |
Form and flow owners (designer users that created the form/flow) can give other users (designers/non-designers) the capability to edit form/flows. This is particularly helpful if a designer user takes a leave of absence or leaves the company. The "backup designer" has the ability to make changes to the form/flow without having to download the form/flow(s) from the owner's account to the backup designer's account. The "backup designer" also can view related submissions by clicking on the Submission or Legacy Submission icons. The ability to edit submissions is granted by a different permission.
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When searching for tasks, if a flow is chosen, and the user is a flow admin for it, then all tasks for that flow display. If no flow is selected, then all tasks, even those that the flow admin has not participated in, plus tasks for which the user is a flow admin will display.
Shared Items
Submissions
All users granted Submission Access, either by user id or because they have a granted role, will see the Shared Item tab on their Home Page. Click on the Submissions or Submissions (legacy) icons to view/edit them.
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