4.5.5 Enabling User Security for New Form Definitions
The User Security option helps you to select the users/user groups who can add, edit, delete and/or authorize forms.
To enable user security:
- Select the required user group or user to assign permissions from the
Map Users /Groups, to complete the user security
configuration.When you select the user group or user, the permissions for each approved Forms Definition are displayed. These permissions are the actions that the selected user group or user can perform while performing Data Entry.
Table 4-2 Permissions in the Map Users / Groups Pane
Option Description Add /Edit Add or modify records in an approved Forms Definition Delete Deletion of all intermediate work (draft / awaiting records) of a form - While closing the action associated to the form.
- While picking another form in an action which already has a form associated to it. All the intermediate work is deleted / cleaned up from the previous form before opening the new form.
Authorize Authorize the records, Return the Action and Publish action in which the form is present. Note:
A user who submits the form cannot approve or reject the same form.Duration From Optional. Select the start date for which the permissions are available to the user or user group. Duration To Optional. Select the end date for which the permissions are available to the user or user group. Note:
If you select a user group for User Security, you can view the users mapped to that group by clicking the Users icon.