Sunday, January 13, 2019

Workflow Permissions

Setting permission is one of the most important aspects of creating an effective workflow since it defines who can do what with a document in a particular state in their life-cycle. Rethink Workflow uses Role-based Access Control in conjunction with field visibility condition and action conditions to provide a powerful yet simple way for the workflow designer to set up permissions.

To set up the permissions for a workflow, switch to PERMISSION tab on the workflow design screen:

There are two types of permissions: Field Permissions and Action Permissions.

Field Permissions

Field permissions allow the workflow designer to define the access level for roles on each field of the document. The access levels are: 
  • Edit: the role can edit, comment, and view the value of the field 
  • Comment: the role can comment and view the field, but can't edit the value of the field
  • View: the role can only view the field and can't comment or edit the value of the field
  • Hidden: the role can't view, comment, or edit the value of the field

Action Permissions

Action Permissions allow the workflow designer to define what actions are available for a particular role at a particular state. 
In the above screenshot,
  • Not Allowed: the current role does not have access to this action when the document is at this state
  • Allowed: the current role can take this action when the document is at this state. 

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