Hi All,
I'm experiencing an odd issue and wondering if anyone has come across this or can give me a list of things I might be forgetting to check. The setup is this:
- On our lead entity we have 3 role based forms. Let's call them Form A, Form B, Form C.
- We have many roles, but let's call the 3 important ones Role A, Role B, Role C.
- All forms have roles enabled on them. But the important note for this example is:
- Form B has Role B enabled (and some admin roles).
- Role B does not have access to any other forms.
- We have a user in a system with Role B (just this, no other roles)
- The user is only in the default team. This team does not have any security roles attached.
- The only form that has been enabled as a rollback form is Form C.
Issue I'm hitting is user creates a lead and it defaults to Form A?! Even weirder, they cannot change forms, they are stuck with Form A. This might make a tiny bit of sense if Form A was enabled for rollback, but it isn't.
Is there something I missing here? What else do I need to check?
This is CRM Online (8.1).