Forms & Data Collection

How to Restrict Location Access to a Form

Overview  

You can limit a form to specific locations so it only appears where it is relevant. After enabling Restrict Location Access, you choose how to restrict access and select which locations the form is visible to. This keeps location-specific forms from cluttering unrelated locations and ensures teams see the right forms for the locations they work in.

Before You Start

You need access to the Forms area and permission to edit forms. Decide which locations the form should be available in before you begin.

How to Restrict Location Access to a Form

  1. From the left navigation menu, select Forms. 
  1. Click the plus (+) icon to create a form, or the pencil icon to edit one. 
  1. Check Restrict Store Access to enable store restrictions. 
  1. Click Restrict By and choose how to restrict access. 
  1. Select which stores the form is visible to from the Visible To list. 
  1. Click Save to store the form. 

Tips and Things to Know

  • Restrict a form to the locations where it’s actually needed.
  • Restrict By plus Visible To define which locations see the form.
  • Keeps location-specific forms out of unrelated locations.
  • Pairs well with user restrictions for precise targeting. 

Frequently Asked Questions

Yes. Enable Restrict Location Access, set Restrict By, and select the locations in Visible To.

So location-specific forms appear only where they’re relevant, reducing clutter elsewhere.

Yes. Use both to target exactly the right locations and users.