Advanced Security

If your organization uses the Advanced Security module, you can take advantage of advanced security for DIY forms. To secure forms individually, you can add a hidden value to each form, and that form will be identified with that security code.

To limit which users can edit your DIY form, click Select Page Security Fields and select the appropriate security fields to apply to your form.

To limit which users can view or edit records and transactions generated from your DIY form, click Record Security Fields and select the appropriate security fields to apply to your form.

Forms with this advanced security hidden values behave in the following way:

• Transaction and contact data received through the form is marked with the security code that you applied to the specific form.

• When a new constituent who is not on the database fills out the form, that constituent account is marked with the security code of the form. Only users with permission to that security code can see the account.

• When an existing constituent who is already in the database fills out the form, if their account does not have a security code, one will not be added. This ensures that all the users who had access to that account before continue to have access to it.