Best Practices–working with security roles

We have an option to start configuring a new Security Roles from an existing role. You might be tempted to do that, thinking it’ll save you time and minimize the potential for missing something. But, there’s a problem with that approach.

Best practices–dependencies in forms

The platform allows us to create new forms by simply opening an existing form and selecting Save As. We tend to use that, as it’s easy to start from an existing form, and make small changes when creating new forms. But, as easy as that is, it has the potential to create a big problem.

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