Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Section
Column

users with the frevvo.Publisher role perform a special function explained here. Publisher users have the ability to change ACLs for the forms/workflows that they are moving from the development environment to production. They cannot, however, edit those forms/workflows to use the Form/Workflow Properties wizards Wizard to do so.

Publisher users access the Access Control List by clicking a form or workflow's Action Menu and selecting Security after they have logged into a designer user's account.

Designer users can also display the Access Control List by selecting Security on the Forms and Workflows Home Page but we encourage designers to use the Form/Workflow Properties wizards to Wizard to assign permissions.

Column
width350px

On This Page:

Table of Contents
maxLevel2

...

Note
iconfalse
titleImportant Note on Dynamic Access Controls:
  • Whenever a template is used to determine access control the derived set of users and roles are tied to the submission. They will only change if the submission is edited. Once a user/role is granted permission to a submission dynamically, that cannot be changed by editing the access control configuration in the designer.
  • Dynamic ACLs work per submission when that form/workflow is being submitted. If you change ACL permissions they will not take effect for the old submissions automatically as the related ACL record was not created when that particular submission was made. Old submissions must be edited and re-submitted for the changes to take effect.
  • Templates are not recommended for the Who can edit the form/workflow permission.

Who can start the form/workflow

...

Who can edit the form/workflow

Warning
  • Edit permissions should not be given to forms or workflows currently in production use. Please see the Admin Best Practices Guide
  • Users with this permission have the ability to run the Refresh Searchable Fields process for the forms/workflows they are editing. This process updates existing submissions if changes are made to Searchable Fields.

Form and workflow owners (designer users that created the form/workflow) can give other users (designers/non-designers) the capability to edit form/workflows. This is particularly helpful if a designer user takes a leave of absence or leaves the company. The "backup designer" has the ability to make changes to the form/workflow without having to download the form/workflow(s) from the owner's account to the backup designer's account. The "backup designer" also can view related submissions by clicking on the Submission or Legacy Submission icons. The ability to edit submissions is granted by a different permission.

...

  1. Enter the roles you want to grant audit trail access to, separated by commas, in the Roles section. You can enter control names from your workflow encased in curly braces to act as templates for dynamic access.
  2. Enter the users you want to grant audit trail access to, separated by commas, in the Users section. You can enter control names from your workflow encased in curly braces to act as templates for dynamic access.
  3. Click Finish or select the next option in the dropdown to continue with the Access Control List for workflows.

 


Who can administer the workflow - Workflows Only

...

When searching for tasks, if a workflow is chosen, and the user is a workflow admin for it, then all tasks for that workflow display. If no workflow is selected, then all tasks, even those that the workflow admin has not participated in, plus tasks for which the user is a workflow admin will display.