Choosing a form for Related Information

, ,
#1

When creating a “Related Information” section, is it possible to select which form to use from the object you have chosen?

#2

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.

  1. Create application role
  2. Clone form and assign this form to a role in “form assignments”

Regards,
Mounika

#3