Assigning Roles to a Form

Before a form is displayed on a technician’s device, roles must be assigned to the form. Be sure you’ve set up all the roles needed for a form before you begin.

1. From the Forms page, create a new form, or open the form for which you want to assign a role. 
2. Click Assigned Roles in the Add Form or Edit Form tray.
   
3. In the Search field, search for the role(s) you want to assign to the form.
4. Click + next to each role you want to assign.
5. Click Save.