For more than a decade, ArchivistaDMS has been able to create various forms to assign them to specific users. An example: Employees in purchasing do not need the fields that make sense in production or sales.<\/p>\n Until now, users changed their profile (with a new login) to work with a different role or form. This is no longer necessary, the desired form can be changed directly in the WebClient. The corresponding forms can also be flexibly assigned to certain users.<\/p>\n Since version 2018\/XII the new form ‚Masks for users‘ is available in WebAdmin:<\/p>\n At the first call there are no entries, with ‚New‘ the first profile can be opened:<\/p>\n In addition to the name of the definition, the following entries must be entered. First the desired mask definition, these are the fields that are displayed. Secondly, it is important to determine which users can access the masks, whereby all users can select the mask if no entries exist. Thirdly, the start definition is selected, i.e. this determines which documents are to be displayed as default after switching to the form.<\/p>\n As soon as forms are entered in WebAdmin, they are displayed in the WebClient. The corresponding field can be found at the bottom of the status bar:<\/p>\n After logging in to the WebClient, the user is automatically in the ‚Standard‘ form. This is the definition that is assigned directly in the user profile:<\/p>\n![\"\"](\"https:\/\/archivista.ch\/cms\/wp-content\/uploads\/2018\/12\/italy_newyear.jpg\")
<\/a><\/p>\nFlexible forms for different roles<\/h2>\n
Step 1: Set up in WebAdmin<\/h2>\n
<\/a><\/p>\n<\/a><\/p>\nStep 2: Call the forms<\/h2>\n
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