Assigning custom content edit forms to a role

Assigning a custom content edit form to a role makes that form the default for that role for that content type. Referring to the illustration in Content edit form hierarchy, when you assign a three-field form to the role Contributor, all users with that role see that form when working on articles.

To assign a custom content edit form to a role or role-site combination:

1. Click menu > Admin > Users & Roles. The Roles widget appears on the left side of the page.
2. Select the role to which you want to assign the form.
3. To assign a custom content edit form to a role, do the following:
   

   1. From the Types list, select All Except. A form appears with Excluded Types and Restricted Types.

      

   2. Skip to step 7.

4. To assign a custom content edit form to a role-site combination, under Site Specific Permissions, click add_circle_outline.

   

5. From the Sites list, select the sites with which you want to associate the custom content edit form.

6. From the Types list, select All Except.

   

7. In Restricted Types, click add_circle_outline and select Content Type.
8. From the Types list, select a content type.
9. From the Form list, select the customized content edit form associated with the content type you selected in step 8. (If your select Default, the role sees the default content edit form for the selected content type.)
10. To restrict additional content types that apply to all sites, repeat steps 7–9.
11. To restrict additional content types for specific sites, repeat steps 4–10.
12. Click Save.

When you assign a custom content edit form to a role or role-site combination, or if you change the default content edit form, the form’s name appears in the Create list in the search panel and in the Quick Start widget. For example, you create a custom content edit form Simplified Article for the role Junior Editor. The junior editors see Simplified Article in the Quick Start widget, and other editors see Article.