Setting Form Preferences
You need to set the preferred form for each custom role that you assign to users.
To set form preferences:
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Go to Setup > Users/Roles > Manage Roles.
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Locate the custom role on the list. Click Edit.
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On the Role page, click the Forms subtab.
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Click the Custom Record subtab.
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In the Preferred column, check the box next to Custom Onboarding Task Form.
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In the Restricted column, check the box next to Custom Onboarding Task Form.
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Click Save.