When creating a “Related Information” section, is it possible to select which form to use from the object you have chosen?
Hi Ruffcorn,
We can not choose a object form for Related Information.
We can achieve this by assigning a form to specific role and assign this role to a user. So that, when user opens related record he can see the form which is assigned to the role.
- Create application role
- Clone form and assign this form to a role in “form assignments”
Regards,
Mounika