Identify a Conflict & Set a Form's Priority

If a user belongs to two or more roles that have permission to view the same object, but each role should be accessing that object through a different standard form (including palette forms) a form conflict exists. To resolve this, administrators can use the impersonation feature to identify any conflicts, then assign number priorities to the forms to ensure the correct form is displayed. 

Important Notes

  • The Priority field accepts up to nine numeric characters, with a range of -999999999 to 999999999.
  • The higher the number entered, the higher the form's priority, with negative numbers being lower (e.g. -1 is a lower priority than 0). For example, if you assign one conflicting form a 1 priority and the other conflicting form a 2 priority, the form with a 2 priority would be displayed before the form with a 1 priority. 
  • By default, all forms are assigned a 0 (none) priority.
  • If the form you wish to display to the user has been assigned a higher priority than all other conflicting forms, it's not necessary to assign lower priorities to those forms.
  • Entering Impersonation Mode for the user after assigning a priority will still display the blue banner to indicate that a potential form conflict exists. However, clicking the ellipsis will display the priorities assigned to the conflicting forms and allow you to edit them as needed.

Instructions

To identify a conflict and set a form's priority:

  1. Assign the user you'll impersonate to an object by:
    • Adding the user via the role element on a form, then creating a view using the object type's default form; or
    • Assigning the user via the Assign permission on the role, ensuring the Default option is selected for the appropriate state in the Select a default form for this state for this role dropdown menu in the role's workflow permissions. This method should be selected if you'll be using the search function to locate the object once Impersonation Mode is activated.
      The Assign option for a role's workflow permissions with the Default option selected.
       
  2. Click the icon in the top bar > Users in the People section.
  3. Click Impersonate beside the name of the user to turn on Impersonation Mode. See the Impersonate Another User article for more information on using this feature.
  4. Navigate to the object according to the assignment method in step 1. If a conflict exists, a blue banner will be displayed.
    Viewing a form that's in conflict while in Impersonation Mode.
    If a form and a palette are both in conflict, two blue banners will appear at the top of your screen. 
  5. Click the ellipsis in the blue banner to display the forms in conflict.
    Clicking the ellipsis in the blue banner will display all the forms that are currently in conflict for the impersonated user.
     
  6. Click a form to display the Edit Configurable Form page, which will disable Impersonation Mode.
  7. Click theicon at the top of the page to display the Name, Description, and Priority fields. 
  8. Enter a number in the Priority field.
    Assigning a priority to form to remove any form conflicts.
  9. Optional: Repeat the steps above to assign other conflicting forms a priority. Note that if the form you wish to display to the user has been assigned a higher priority than all other conflicting forms, it's not necessary to assign lower priorities to those forms.

Entering Impersonation Mode for the user after assigning a priority will still display the blue banner to indicate that a potential form conflict exists. However, clicking the ellipsis will display the priorities assigned to the conflicting forms and allow you to edit them as needed.Clicking the ellipsis in the blue banner will display the forms' priorities, if any.