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Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Custom Record Forms - Audience?
Is it possible to post custom record forms to an audience? I only see the option to make the forms preferred or default...
Our Situation: We added a custom record for annual/semi-annual account reviews. We need a "Manager Approval" check off box (similar to PO's and expenses logic) that can only be seen by the Manager. I thought I could create a form to be used by the Manager and one for the Employees. I can't figure out how to lock Employees out of the Manager form.
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