Roles enable you to customize a form based on who is working with the form and its entry. You can use roles to drive your workflows in a number of ways, including:
- Sending secure, role-based workflow links via email
- Conditionally showing fields or sections based on role
- Allowing actions for specific roles
- Setting fields as required or read-only
When considering those involved in your workflow, it’s helpful to specify each person’s responsibility in the process and how that informs their relationship to entry data. As a best practice, you’ll want to assign a role for each person involved in your workflow.
A workflow within Cognito Forms will include one Public role and one Internal role by default. You can assign as many Other role types as needed.
The Public role type is the default role for new form submissions. In other words, think of this role as an individual who kicks off the workflow process by submitting a new entry. Only one role can be assigned as a Public role type.
The Internal role type is the default role for new entry views, meaning this role represents an individual who will be on the receiving end of an entry. Only one role can be assigned as an Internal role type.
The Other role type is available for any other individual that needs to be involved in the workflow after an entry has been submitted. As with all roles, you’ll be able to assign Other roles conditional form visibility, allow for specific actions, and share role-based workflow links.
Adding a role
You can add, change or remove roles from the Build page of your form:
- Click Workflow at the bottom of the Build page to open the Workflow menu.
- Within the Workflow menu, click Roles. To edit an existing role, click on the name of the role type. To add a new role, select + Add Role. Each role name must be unique.
- For Role Type, select whether the role should be Public, Internal or Other.
- Click Save.
To rearrange the order of your roles, simply click and drag the role name within the Workflow menu. The order in which your roles appear won’t impact your workflow, however reordering them may be helpful in thinking through your process.
There is a maximum limit of 20 roles within a workflow.
Changing a role
If you need to change the name of a role at any point within your workflow, you’re able to do so within the Workflow menu. All calculations and conditional logic will automatically update with the new name of the role once your changes have been saved.
Deleting a role
Before deleting a role you’ll want to consider if it’s referenced by anything within your workflow, such as:
If a role is included in a calculation or conditional logic, the calculation or logic referencing the deleted role will continue to work with the exception of the deleted role. Additionally, any existing workflow links for the deleted role will no longer work. Any document templates that reference a deleted role will default to display for the Public role instead.
To delete a role, click the trashcan icon next to the role name. Please note that roles that have been assigned as Public or Internal cannot be deleted.
The Reviewer role is only relevant to forms created prior to Workflow.
If you see a Reviewer role type under Roles within your Workflow Settings, this means you had previously sent a View Link related to your form. Reviewer roles are reserved for these past read-only links, and will therefore default to a read-only view when the role is referenced throughout your workflow.