What can be defined in the Saved search permissions - role tab?

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The option about assigning preferred form options is correct in the context of the Saved Search permissions - role tab. This feature allows administrators to customize the way data is presented to users based on their roles. By setting preferred form options, you can define which specific form layout should be used when users run a saved search. This enhances the user experience by tailoring the information display to the needs of different roles within the organization, thereby streamlining workflow and improving data visibility.

In this tab, the saved search can indeed have its visibility and the access tailored to different roles, but the focus on customizing form options specifically pertains to how the data is presented rather than restricting access or creating roles. This customization is essential for optimizing how users interact with the data retrieved through saved searches, ensuring they have the most relevant and accessible information for their tasks.

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