In some cases, you may want a modified field layout to be available to only a specific user or to a specific group. The following steps describe how to reinstate the baseline form template as the default and apply the modified layout to a specific user or group members. (Note that this does not apply to changes you make to non-generated forms — regenerating the baseline form may not return the form to its original state.)
- Create a view of Form Templates service where the template's Entity field is the entity whose forms you want to modify.
- Open the non-generated Tab Template you modified with the Visual Designer.
- Change the Name and Description for the template.
- Save and close the record.
- In the Entities service, regenerate the entity and its baseline form templates. See "Regenerating an Entity" on page 146 for instructions.
- Return to the Form Templates service and identify the newly generated Tab Template and the corresponding non-generated Tab Template you renamed earlier in these instructions. Write down the IDs of both records.
- Open the non-generated Tab Template.
- Specify the newly generated Tab Template in the Base Template field.
- The generated Tab Template is the Sub-Template for the form's Tab Part. By specifying the generated template as the Base Template, you can link your non-generated tab to the generated form templates.
- Modify the template's Usage Scope and enter a User or Group in the corresponding field.
- If you want to assign the modified layout to a specific user, select User from the Usage Scope field and enter the user in the User field (which appears automatically).
- If you want to assign the modified layout to a specific group, select Group from the Usage Scope field and enter the group in the Group field (which appears automatically).
- Note that this template will apply only to users who have this group set as their Primary Group. Group Scope Template
- Save and close the Form Templates record.
- Close the Aptify client and connect as the specified user or as a user whose Primary Group is the specified group to confirm that the modified template appears for that user.
Note: While users cans switch between numerous tab layouts, users cannot switch between field layouts