Security Settings

Security Settings allow forms to be secured from access.

Internal Security - When on, only users with Read/Write access to at least one of the form's associated Record Types can start a new form of this type. It does not hide forms of this type that have already been saved - those still follow the record's own security. Use it to keep a form out of the hands of people who have no business starting one, while leaving existing submissions readable.

Allow Embed in Sites - You can allow this E-form to be embedded into an iframe on another Web site. By default, security will prevent the forms from being used that way but if you wish to you can allow it. Enter the URL of the site you want to allow embedding into the field. If you need to allow it on multiple sites then enter them here with a space between them. The URL MUST be https:// and multiple sites are separated by spaces.

Public Password - If this field is filled out then anyone attempting to load the form who is not a user in the system (i.e. anonymous or public user) will be shown a password screen instead of the form. Until they put in the right password the form will only show the password screen.

Simple Password Check - Entering a password makes it mandatory to enter this password to get into the form.

Advanced Password Check - You can associate this form with a Record Type so the user must enter their own unique password to get into the form. This is a more advanced technique and is documented in this online article - https://docmgt.com/secure-portals-using-e-forms/