4.2.5 Assigning Rights

You can assign user permissions to view, add, edit, and delete the Form details in the User for Mapping - DEFQ Window.

  1. Select Assign Rights from the available options and do the following:
    • Select the required application from the Available Applications drop-down list.
    • Select the required form for which you want to assign rights to a user from the Available Forms drop-down list.
  2. Click Next .

    The DEFQ- Assign Rights Window is displayed.

  3. Select the required user from the Available User List .

    You can also click or buttons to reload the previous/next set of users in the list.

  4. Select the check box corresponding to the user permissions such as View , Add , Edit , Delete , or All Above . You must give View permission to allow users to Edit or Delete a Form.
  5. Select Authorize or Auto-Authorize check box as required.

    The Authorize and Auto-Authorize options are applicable for all the forms that have been saved with the Authorize option. The Auto-Authorize feature for records is applicable in scenarios where the Creator and Authorizer are the same. If a user has Add and Auto-Authorize permissions, the data entered by the user is auto authorized and the data will be in Authorized status. In the case of normal Authorization, the Record added by the creator has to be authorized by a different user who has Authorize permissions.

    Note:

    The Auto-Authorize feature in Forms Designer is applicable only for data entered through the Data Entry window and not through the Excel Upload Window.
  6. Select the Show Data Created by Current Users Only check box if you want the current user to view data created by him only.
  7. Click User Value Map to map users to the form based on the Data Filter.
  8. Click Save Access Rights .

    A confirmation dialog is displayed after saving and the user is added to the Assigned User List.