Branch Logic Confidential Viewer Block

Displays a Show/Hide button if the user role of the person viewing the form is one of the allowed roles, and the configured subform if they are.

Designed for use with the Restricted Notes and Social Service Notes features.

Configuration Options

  • Subform selector - list of branch logic and case specific forms

  • Button Text

  • Text Above Show Button

  • No Access Text

  • Restriction Type - By Role or By Permission

  • Multi-select list of either user roles or user permissions