SharePoint

                                Create Form sets in Plumsail Forms for SharePoint How Form Sets are created ? Open Plumsail Forms designer Default Form Sets can be opened by any user unless they are redirected to custom one. To create a new form set, click on "+" sign next to form set name, give it a name and click save. To change form set name and properties click on pen icon Routing based on Azure AD group In our scenario, we have already created a default form and custom form set. In default form, all fields are read only. Full control form set should open automatically for AD group Click on the Pen icon under Azure AD group tab, write group name and search, select the group that you need. You can select multiple users & groups if needed. Testing of sample users: Jane does not belong to Admin ID group so the entry created by her is not routed to other form but to default form. Elizabeth Holmes belong to Admin ID group so the entry created by her is routed to "Full