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

Publisher users access the Access Control List by clicking the Lock icon after they log in.

Designer users can also display the Access Control List by clicking the Lock icon on the Forms /Flows and Workflows Home page Page but we encourage designers to use the Form/Flow Properties wizards to assign permissions.

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Note
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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/flow 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/flow permission.

Who can start the form/flow

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Who can edit the form/flow

Warning
  • Edit permissions should not be given to forms or flows 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/flows they are editing. This process updates existing submissions if changes are made to Searchable Fields.

Form and flow owners (designer users that created the form/flow) can give other users (designers/non-designers) the capability to edit form/flows. 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/flow without having to download the form/flow(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.

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  1. Open the Access Control wizard by clicking the Lock icon on the Forms and Workflows Home Page, Flows Home Page or or on the Form/Flow designer toolbars. 
  2. Select Who can edit the form/flow from the Permission field dropdown.
  3. Enter the roles that you want to grant editing capability to, separated by commas, in the Roles section.
  4. Enter the users that you want to grant editing capability to, separated by commas, in the Users. 
  5. Click Finish or select the next option in the dropdown to continue with the Access Control List.

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  1. Open the Access Control wizard by clicking the Lock icon on the Forms and Workflows Home Page, Flows Home Page or on the Form/Flow designer toolbars. 
  2. Select Who can view submissions from the Permission field dropdown. 
  3. Enter the roles you want to grant view access to, separated by commas, in the Roles section. You can enter control names from your form/flow encased in curly braces to act as templates for dynamic access.
  4. Enter the users you want to grant view access to, separated by commas, in the Users section. You can enter control names from your form/flow encased in curly braces to act as templates for dynamic access.
  5. Click Finish or select the next option in the dropdown to continue with the Access Control List.

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  1. Open the Access Control wizard by clicking the Lock icon on the Forms and Workflows Home Page, Flows Home Page or on the Form/Flow designer toolbars. 
  2. Select Who can edit submissions from the Permission field dropdown. 
  3. Enter the roles you want to grant edit access to, separated by commas, in the Roles section. You can enter control names from your form/flow encased in curly braces to act as templates for dynamic access.
  4. Enter the users you want to grant edit access to, separated by commas, in the Users section. You can enter control names from your form/flow encased in curly braces to act as templates for dynamic access.
  5. Click Finish or select the next option in the dropdown to continue with the Access Control List for flows.

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  1. Open the Access Control wizard by clicking the Lock icon on the Flows Forms and Workflows Home Page or on the Flow designer toolbar. 
  2. Select Who can access the audit trail from the Permission field dropdown. 
  3. The Permission dropdown has two choices: All participants and Custom
  4. All participants indicates that any user that participated in the flow can view the audit trail for the task (provided they have access to the task). 
     

     
  5. Custom indicates that only users granted explicit access or with one of the specified roles can view the audit trail for the task (provided they have access to the task).  Roles and users can be selected via an editable combo-box control. 

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  1. Open the Access Control wizard by clicking the Lock icon on the Flows Forms and Workflows Home Page or on the Flow designer toolbar. 
  2. Select Who can administer the flow from the Permission field dropdown. 
  3. Enter the roles you want to assign as flow administrators, separated by commas, in the Roles section. You can enter control names from your flow encased in curly braces to act as templates for dynamic access.
  4. Enter the users you want to assign as flow administrators, separated by commas, in the Users section. You can enter control names from your flow encased in curly braces to act as templates for dynamic access.
  5. Click Finish to save the completed Access Control List.

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