Need to restore toggling between form types on the Quote form

Dynamics 2016, SQL 2012

How do I restore the toggling between form types for an entity.  Our accountant was fooling around the quote form and now it no longer allows you to switch between the Information form and his Test Form.  It is locked when you create a new quote on the Quote-Rack form type.

We are in a testing stage and this is stopping from moving forward.  Screenshots below.  I want to restore the Quote form to toggle liked the Lead form shown below.


Quote: Form type locked

Quote: Form Type Locked
Lead: Form Type toggles
Lead: Form Type Toggles
LVL 1
apollo7Asked:
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Feridun KadirPrincipal ConsultantCommented:
The "toggle" only shows if any of the user's security roles match those associated with the form. Have a look at the quote forms in customization and click the Enable Security Roles button. Check the roles that have been selected. I suspect that only System Administrator and System Customizer have been selected. Don't forget to save and publish.
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Feridun KadirPrincipal ConsultantCommented:
Amendment, the "toggle" only shows if the the user's security roles match more than one form.
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apollo7Author Commented:
Thanks, going to try it, we did see something that he changed in security roles.
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apollo7Author Commented:
When I go in as Crmadmin and click Enable Security Roles for Leads and Quote forms, it shows all Security Roles in the bottom pane.

Because I am System Admin, Deployment Admin, etc is it showing that I have every security role ?

So how do you think I can restore the toggle for my login on Quote?

Thanks
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Feridun KadirPrincipal ConsultantCommented:
When you click security roles on the form, you will see a list of every security role in the system. You should tick the roles for which you want the form to show. If you want the form to be visible to everyone select the option "display to everyone".

This applies even if you are an administrator (system admin). You will only see a form if either display to everyone is ticked or the selected roles for the form match any of your security roles.
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apollo7Author Commented:
Ok, so to restore the toggle to Quote (for me) what roles should be "ticked"? Crmadmin user has the system administrator and six other roles checked in Manage User Roles.
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Feridun KadirPrincipal ConsultantCommented:
Tick one or more roles that your user account has. So ticking System Administrator in the form roles should be sufficient. You must save and then publish the form and refresh in your browser.
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apollo7Author Commented:
The toggle is back! Thanks for all your help, it keeps confident that I can figure out any problem :)
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apollo7Author Commented:
The problem was solved by selectively checking security roles.
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