Topics in this article:
Removing Non-Critical Fields from Your Default Sisu Transaction Form
Video Note: To optimize viewing, watch this video on Loom. You can do this by clicking the square icon with an arrow coming out of it, which appears in the top-right corner of the video.
Creating Admin/TC-only Forms
Video Note: To optimize viewing, watch this video on Loom. You can do this by clicking the square icon with an arrow coming out of it, which appears 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
