Difference between revisions of "BenSelect:Admin:Form Library:Document Properties:Visibility Tab"
From Selerix
(Created page with "The Visibility tab allows you to set the visibility of a form based on the Location and/or Job Class of an employee. This is helpful if you want a document, such as a benefit...") |
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The default setting for a form is “Visible to all - Yes”. | The default setting for a form is “Visible to all - Yes”. | ||
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| + | '''To restrict the visibility of a form: | ||
| + | ''' | ||
| + | #Click the Visibility tab. | ||
| + | #Set the Visible to all toggle to No. The Locations and Job Classes for the case are displayed. | ||
| + | #Select the Location(s) for the form. Additional job classes may display. | ||
| + | #Select the Job Class(es) for the form. | ||
| + | #Click '''Save'''. You can use the All and None buttons to select/deselect all Locations and Job Classes. | ||
Latest revision as of 16:03, 11 September 2025
The Visibility tab allows you to set the visibility of a form based on the Location and/or Job Class of an employee. This is helpful if you want a document, such as a benefit guide, to only display to certain demographics of the employee base.
The default setting for a form is “Visible to all - Yes”.
To restrict the visibility of a form:
- Click the Visibility tab.
- Set the Visible to all toggle to No. The Locations and Job Classes for the case are displayed.
- Select the Location(s) for the form. Additional job classes may display.
- Select the Job Class(es) for the form.
- Click Save. You can use the All and None buttons to select/deselect all Locations and Job Classes.
