Assigning custom forms to a profile

To enable users of a profile to use a custom form, you must assign the custom version of the form to the required profile. You can assign custom versions of the following forms:

  • Client
  • Self Service: Service Request

You need to assign the custom version of a form to a profile only for the first time. However, whenever there are updates to the profiles to which the customized form must be assigned, you must follow this process.

To assign a custom form to a profile

  1. Click the Remedyforce Administration tab.
  2. On the Home page, click the Application Settings tile, and from the menu select Form Assignment.
  3. In the Form Assignment tab, from the Form to Assign list, select the type of form to be assigned.
  4. In the Assign Form Without Fieldsets list, select the profiles to which you want to assign the custom form.
  5. To move the selected profiles from the Assign Form Without Fieldsets list to the Assign Form With Fieldsets list, click the right arrow.
  6. Click Save.
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