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Dual Form Permission (Creation vs Submission Visibility)

LPersky

In the current CRM company-level view, users can only access form submission details in the sidebar if they have forms enabled. The issue is that enabling forms also allows users to create new forms, which I do not want all users to do.

 

It would be helpful if SalesHub users had a “View Submission Details Only” option. This way, when a form is selected in the company activity feed, the sidebar would display the submission results without granting form-creation permissions. Additionally, it would be better if the submission details popup loaded directly on the company page rather than redirecting to the forms area.