Making Customisations Available

When you have a customisation, you'll want to make it available to companies, teams, or individual users in your organisation. You do that on the Forms tab of the Windows Designer Administration form.

To make a customisation available:

1. On the Windows Designer Administration form, select the customisation that you want to make available.
2. On the Companies tab, select one or both of these options for each company in your organisation that uses the customised form:
   • Available - The company can use the form. You'll need to assign the form to teams and users of the company.
   • Default - The company uses the customised form instead of the original. The customisation is available to all teams and users who have access to the original form.

     When you deselect this option, the original form goes back to being the default.

3. Do one or both of these:
   • Click the Teams tab and select one or more teams to which you want to assign the form.
   • Click the Users tab and select the users or groups of users to whom you want to assign the form.

   You'll only see the users and teams whose menu security settings give them access to the form.

4. Click the Save button on the toolbar.