Set Access Rights for Form Instances

Access rights can be set for the individual instances of Forms. This is useful to restrict access to certain Forms to specific users or roles. For example, a leave application form can be accessed by all employees in an organization. However, a leave report form could be restricted to managers.

To set access rights

You can set access rights to Forms from the Delivery Channel property window. To set the property:

1. Right click the Form, as shown in the image below.

2. From the context menu, select Set Access Rights option.

3. This opens the blank Set Access Rights window shown below. This window has three tabs – Users & Roles, Add or Modify Users, Add or Modify Roles – which can be used to set access rights.

   • You can view the users and roles given access to the form from the view corresponding to the Users & Roles tab.

   • You can add users to the list of users permitted to access the form or modify this list from the view corresponding to the Add or Modify Users tab.

   • You can add users to the list of users permitted to access the form or modify this list from the view corresponding to the Add or Modify Roles tab.

     

     The Users & Roles tab is selected by default. It has the Users list on the left and the Roles list on the right. Each list has a corresponding permissions drop down located above the list box. You can select Grant Access to give the users/roles in the list permission to access the form. Alternatively, you can select Deny Access to deny access to the users in the list. The Save Users & Roles button can be used to save the permission settings.

4. Click the Add or Modify Users tab to open the corresponding view, shown below before adding any resources.

   

   Click the User Lookup icon seen next to the Select users field. User Lookup screen appears. In this window, select the required provider from the provider drop-down. Enter a search pattern in the Search For field and specify the attribute in which to search for in the drop down provided. Click the Search button to search for the specified pattern. The resources matching the search pattern are listed in the Available Resources list. You can select a resource from this list and click the [>] button to move it to the Selected Resources list. You can move all the resources in the first list to the second by clicking the [>>] button. The window will appear as in the image shown below after resource selection. Click Update.

   

   You can remove a resource from the Selected Resources list by selecting it and clicking on the [<] button. You can also remove all resources in this list by clicking on the [<<] button. After selecting the resources click on the Submit button to save the selection.

5. Click the Add or Modify Roles tab to open the corresponding view, shown below before adding any resources.

   

   Click the Role Lookup icon seen next to the Select roles field. Role Lookup screen appears. In this window, select the required provider from the provider drop-down. Also, note that the role provider drop-down only appears when the respository has more than one provider.

   Enter a search pattern in the Search field. Click the Search button. The roles matching the search pattern are listed in the Available Roles list. You can select a role from this list and click the [>] button to move it to the Selected Roles list. You can move all the roles in the first list to the second by clicking the [>>] button. The window will appear as in the image shown below after the role selection. Click Update and then click Submit.

   

6. After adding the required users and roles, click the Users & Roles tab again to open the corresponding view, which will appear as shown below.

   

7. You can click Save Users & Roles to save the selection.