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Assign Report Web Forms

You can assign report web forms to appear when a user assigned to this role is logged into the system.

To assign report web forms to a role

  1. Select the Report Web Forms tab on the Create Role or Role Update page.

    The Report Web Forms List page appears.

  2. Click Update Web Forms.

    The Web Form Search page appears.

  3. Enter the search criteria to display the web forms and click Search.

    The Web Forms Assigned Update page appears, listing the forms that matched the search criteria.

  4. From the list on the left, choose the web forms you want to display for this role. To choose multiple items, hold down the CTRL key while clicking the left mouse button.
  5. When you have selected all the forms you want, click Select button.

    The selected forms move to the Web Forms Assigned list on the right.

  6. Click OK.

    The Role Detail page appears, with the selected web forms listed on the Report Web Forms tab.