We have an addition that has to be made on all of our forms.
There are multiple users in the instance. The idea would be to ask individual users to update the forms they created.
Is there a way to pull a list of forms with the original author/creator?
In the future, should we be using a master form template of some kind or does this exist?
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Could you provide instruction on how to pull form creation by the author? I don't have that level of access and have to request it, so I want to be clear.
That would look like this in Audit Trail:
By the way: I think "Audit Trail" is an admin section that normal marketing users should have access to. We have always created custom user roles with full marketing access plus some specific admin functions.
Thanks as always @SanfordWhiteman . Could you provide instruction on how to pull form creation by the author? I don't have that level of access and have to request it, so I want to be clear.
Could you provide instruction on how to pull form creation by the author? I don't have that level of access and have to request it, so I want to be clear.
That would look like this in Audit Trail:
By the way: I think "Audit Trail" is an admin section that normal marketing users should have access to. We have always created custom user roles with full marketing access plus some specific admin functions.
By the way: I think "Audit Trail" is an admin section that normal marketing users should have access to. We have always created custom user roles with full marketing access plus some specific admin functions.
Agreed, it makes sense for at least one power user to have it permitted.
It’s not merely a forensic thing that only the admin would ever need (unless they’re willing to do the legwork for any request).
Thanks @Michael_Florin .