Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Comment: Migrated to Confluence 5.3

Tab Clicking on a tab or section controls control in your form will show an additional Security tab a Security tab, along with the Settings and Style tabs, in the properties pane. The top section portion of the tab allows the forms designer to configure a section or tab control in the form to one or more  roles. Refer to Manage Roles for the details. A section or tab that is assigned to a specific role is only visible to users with that displays a drop down of  roles that are available. Roles are created by your tenant administrator or automatically imported from your LDAP or Active Directory server. Refer to Manage Roles for the details. Selecting one or more roles from the list makes a section or tab control in the form visible/invisible based on the role. Required controls in the assigned section or tab will not prevent submission of the form when that section or tab is not visible. For Example, a Leave Approval Request form typically has an Employee section and a Manager Approval section. Assigning the role of Manager to the Manager Approval section ensures that the section only becomes visible to a user with the role of manager. The Manager Approval section will not be visible to an employee who does not have that role.  More non-manager employee filling out an Expense Report will not see the section labeled Manager Approval. The roles of Manager and Supervisor have been selected on the Security Tab for the Manager Approval section as shown below. More than one role can be selected by holding down the <CTRL> key and clicking on the desired roles.Image Removed

Image Added

In the section, Manager Approval, the checkbox control used by the manager to approve or reject the request, has the required property selected but it will be treated as not required so the employee can submit the form. The Control Security Tab works in conjunction with forms in a flow. See this documentation for more information.

If a section is assigned a role that is deleted by the tenanct admin, the section will not be visible to anyone.

The lower portion of the security Security tab concerns Digital concerns Electronic Signatures and  and is only relevant for a section control.