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Troubleshooting Form Security Access

7 bytes added, 13:38, 5 November 2013
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The steps to troubleshoot campaign access are:
 
'''Is the form in date?'''
Most commonly the form has run past its end date. Check this as follows:
 
Main Menu > Form Management > Primary Management > Form - Edit > Select the form
Check that the dates are in range.
 
'''Is the form active?'''
In the same section, check in the Advanced Options subsection. Is Active is set to True
 
'''Is the form inbound, outbound or blended?'''
If the form is Inbound it will only be visible in the Inbound Contact module. If the Form is Outbound it will only be visible in the Outbound Contact module. If it is designated as Blended it will be visible in both.
 
'''Has the user been granted access permission to the form?'''
If the user is new to the system they need to be granted access to the form.
 
Main Menu > Form Management > Form - Security Access > Form - Profile access to a form
Choose your form and check that the user is listed. If the user is not listed they can be easily added using
 
Main Menu > Form Management > Form - Security Access > Form - Single - Add - User to Form
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