Assign Groups to Views/Forms

The Assign Groups to Views/Forms feature enables administrators to assign different user groups to defined Views and Forms. They can also assign default Forms to a group.

This module may be accessed through the Administration Tool at: Security > Assign Groups to Forms.

Select one or multiple groups from the Groups box on the left side of the screen.
In the center of the screen, select the Program, Module, and Section of the module. (For example, to see the Forms for a Work Order, select Work Order Manager, Work Orders, Work Orders.
- This filters down the Available Views/Forms column down to forms just for that section of the module.
- To show all forms at once, check the Show all Views/Forms box.
Select one or multiple forms from the Available Views/Forms box on the right side of the screen.
Click the Assign Groups button. All selected Groups will be associated with all selected Forms.
Note: If a Form will be accessed by the public, the group assigned must contain the Lucity login account that is used with the public application. Refer to the System Settings > Website tab for the public Login ID.

Select a group in the Groups column.
Click the Group Properties button in the bottom-left corner.
The Group Properties window appears, displaying the users in the group and the Forms to which the group is assigned.

In the center of the screen, select the Program, Module, and Section of the module. For example, to see the Views/Forms for a work order, select Work Order Manager, Work Orders, Work Orders.
- This filters the Available Views/Forms column to display only Forms for that section of the module.
Click the Groups Assigned To Views/Forms button. The following pop-up appears:
Select a View or Form on the left to see a list of groups assigned to it on the right.
Close the window when finished.

In the Assign Groups for Views/Forms window, select the Group and click the Group Properties button.
In the Group Properties window, select the Form and click Remove access to selected form(s). The Form will be removed from the list.

Each module allows administrators to assign a default View for each module. In the Web application, all users who navigate to the module using the Modules menu will see this View by default. However, for the Work Orders module, an administrator may set a different default View for different Groups.

Note: For users to see the View assigned as the default, they must have the associated Group assigned as their Default Rules Group in the Security program.

Select one group in the Groups list.
Using the drop-down list, select a view in the Select default view for selected group section.
Click the Assign default view to group button.


Left Column
Groups	Displays a list of groups from the Security module.
Group Properties	Displays a list of Views/Forms assigned to the selected group.
Groups Assigned to Views/Forms	Displays a list of groups that are assigned to each View/Form.


Center Column
Module Selection Drop-downs	Selects a program, a module, and one of its components. This controls which Views/Forms are displayed in the Available Views/Forms grid.
Show Only Views, Not Forms	Hides all Forms in the Available Views/Forms grid.
Show All Views/Forms	Overrides the module selection drop-downs and displays all Views and Forms for every module.
Show Program Views/Forms	Displays all the View/Forms for all modules and components underneath the selected program in the first drop-down.
Show only Timesheet Forms	Overrides the module selection drop-downs to only display the Timesheet Forms.
Assign Groups	Assigns the Views/Forms selected on the right to the groups selected on the left.


Right Column
Available Views/Forms	Lists Views and Forms that can be assigned to groups.
Refresh List	Refreshes the Available Views/Forms grid.
Select default view for selected group	Enables an administrator to assign a specific View to a specific group. This will only show up if the following options are chosen in the module selection drop-downs: Work Order Manager, Work Orders, Work Orders.
Assign default view to group	Assigns the selected view as the default Work Order View for the selected group . This function will only work for a user if the selected Group is set as the user's Default Rules Group in the Security program.