Topics in this article:

Removing Non-Critical Fields from Your Default Sisu Transaction Form

Video Note. To optimize viewing, watch this video on Loom by clicking the icon in the top-right corner of the video.

Creating Admin/TC-only Forms

Video Note. To optimize viewing, watch this video on Loom by clicking the icon in the top-right corner of the video.

Adding or updating an existing form to ensure that Agents/ISA's cannot add or modify certain transaction data is accomplished by selecting both the ISA role and the Agent role in the "Restricted From Roles" multi-select box.

Using a multi-select box

The Restricted from Roles field is a multi-select box. To select both ISA and Agent for form restriction, use the following keyboard shortcut:

  • Mac: Command + Click

  • Windows: Control + Click

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