A customer wants to allow an HR representative to create a new form from the Performance tab for their HR reports only. What should the customer do to achieve this?
Note: There are 2 correct answers to this question.

Question

A customer wants to allow an HR representative to create a new form from the Performance tab for their HR reports only. What should the customer do to achieve this?

Note: There are 2 correct answers to this question.

Martijn Pollmann · Accepted Answer

In RBP > General User Permission, grant permission to Create Forms.

Martijn Pollmann · Accepted Answer

In Form Template Settings, enable Allow form creator to select anyone as the subject.

Martijn Pollmann · Answer

In Form Template Settings, change the Default Targets to HR Reports Only.

Martijn Pollmann · Answer

In RBP > Manage Form Templates, grant permission to Mass Create Form Instances (Launch forms now).

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