The forms designer is the only user that can view/edit/delete form submissons. v5.0 allows the form designer to grant access to non-designer and other users via access control. For Example, you are a
designer in the Human Resource department of a company. You have designed an Expense Statement form to be submitted by employees for monetary reimbursement. It has come to your attention that employees in the payroll department might need to view the Expense Report submissions also. You can use the Access Control feature to allow other users or groups to view the Expense Report form submissons. Editing/deleting the form submissions is restricted to the form designer only at this time.
On This Page:
Access Control for Users or Roles
Access control can be granted to specific users or roles. Click on the
icon to create/edit the ACL records for the Expense Form. The Access Control list screen has two sections: ACLEntry and ACLEntry roles.
- Click on the User dropdown in the ACLEntry section to grant a specific user permission to view the Expense Report submissions. Choose a user from the displayed list of the current users in the tenant. The Permisson dropdown shows a blank or submisson_view option at this time. Choose submisson_view. Repeat for all users requiring permission to view the form submissions.
- Click on the Role dropdown in the ACLEntry Role section to grant all users with a specific role permission to view the Expense Report submissions. Choose a role from the displayed list of roles in the tenant. The Permisson dropdown shows a blank or submisson_view option at this time. Choose submisson_view. Repeat for all roles requiring permission to view the form submissions.
- Click on the
icon to add another ACLEntry or ACLEntry Role section.
Shared Forms
The Shared Item screen will display on the Home Page of any user or designated role that has been granted the access to view the form submissions The user can view the form submissons by clicking on the Submissions
icon.
