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Assign Form Spaces to a Form

   Transact Manager (TM) This topic is related to Transact Manager.  |   Platform Developer  |  Updated in v18.11 This feature was updated in v18.11.

Transact Manager allows you to assign form spaces to a form and also configure user access to the form.

To assign a form space to a form:

  1. Select Forms > Forms.
  2. Locate a form and click Edit.
  3. Select the Spaces tab to see the current form spaces assigned to this form and their configuration.
  4. Click New to assign a form space.
  5. Select a form space from the Form Space dropdown list.
  6. Select the Anonymous Access checkbox if you want the form to be accessed by anonymous users. Tasks and save forms maybe protected with save challenge.
  7. Select the Authenticated Access checkbox if you want to allow authenticated users to access the forms and tasks in the selected form space.
  8. You can select both the Anonymous Access and Authenticated Access. However, if the access authorized at the form space level is different to that one set at a form level, then a warning message is shown in the Auth. Warning column for the selected space.

  9. Select a transaction licensing type from the Transaction Licensing dropdown list to specify whether this form in this form space is licensed for Internal (business stuff) or External (customer) transactions. Leave this field blank to use the form space's Internal Transaction licensing configuration.  |  v18.11 This feature was introduced in v18.11.
  10. Click Save to update the changes.

Next, learn how to assign organizations to a form space.