👉 If you need to restrict access to forms in the New Portal, this message is for you!
We are happy to announce that we released the New Form Permissions. With this new capability, you can:
- Choose between three different permissions for forms: restricted to users and/or groups, restricted to the organization, or public;
- Decide if a restricted form can be added to the new portal;
- Enable request tracking.
The New Portal now follows the permissions defined in the forms to display them to users. All users access the same portal, but restricted forms are only shown to authorized users. Additionally, the portal search now returns all forms, even those not added to the portal, while following the rules defined in the form to exhibit it.
✔ Key Benefits:
- Governance: the admins have total control over who is accessing forms on the new portal;
- Form findability: the requester can easily find the forms through the search field;
- The new portal is now much more complete to attend to your needs;
- The experience of setting form permissions is much better and unified.
Check the article for details on how to set up: EN / PT-BR
We hope it adds even more value to your processes with Pipefy. We look forward to your feedback!
