User Field Split

Note : security needs to be configured in the original form’s user field. i.e. If splitting from a template to a checklist then the security must be set on the template form type

Split option allows your to manage how user field information is carried forward to another form type when splitting the form.

When splitting the form, you can either

opt to have user field information carried forward (i.e. copied to the split form)
or you can opt to not have it carried forward (i.e. split form will show user field as blank)

Below are the options available and they apply to both Forms and List tables in the forms :

Configuration in original form user field	Expected Result in split form user field

Configuration in original form user field

Expected Result in split form user field

If

Split = Yes

And

Check security = On

Then:

Values will only be carried forward if you have edit rights in the destination form type

If

Split = Yes

And

Check security = Off

Then :

Values will be carried forward even if you do not have edit rights

Split = No

Values will not be carried forward

Below is a run through of how to turn on Split, Check Security and turn on edit rights in Security :

Below is a run through of how to turn off Split and Check Security. You will notice it does not carry forward the user field information :