Forum Discussion

AndrewSullivan's avatar
AndrewSullivan
New Contributor
2 months ago

Forms Group/Profile Security not being recognised

I have a form template profile containing 2 form template groups. Each template group has a selection of CubeViews.
Template Group A has Access group = Everyone. Template Group B has Access group = SuperUser. The template profile has access security = Everyone (although it doesn't seem to matter what is in here). All forms are visible and all forms can be completed as long as the CubeView group access group is low enough.

The form template profile is attached to a workflow form profile. The workflow form profile access group = everyone.

I had hoped that the list of forms would be restricted for everyone, with only SuperUsers seeing and executing a slightly longer list of forms (ie Form template group B).

I hope I have made sense. The only way I seem to be able to restrict access is by applying CubeView Access security. It looks like all Form security settings are being ignored or overridden by some other security. 

Can anyone throw any light on this, please?

Forms
  • KarlT's avatar
    KarlT
    2 months ago

    Yeah i think splitting the forms steps makes the most sense as it allows different users to complete their steps upon form completion. This should make it simpler for central finance to track the progress too.

  • KarlT's avatar
    KarlT
    Contributor III
    2 months ago

    Hi Andrew,

    My understanding is that the security groups (access and maintenance) on the Forms Template Groups & Profiles just applies to who can view and change them in the Applications>Form Templates Page. It doesn't impact what a user can see through the workflow.

    Where are you applying the cube view access security to restrict this?

    regards,

    • AndrewSullivan's avatar
      AndrewSullivan
      New Contributor
      2 months ago

      I have CV access controls on the CV Group and that means that even though a user can see the form item, they can not open the form - they get error relating to the CV group's security.

      I think I might have to have two form profiles then and attach the common one for most users and then an enhanced one to the group workflows, then.

      • KarlT's avatar
        KarlT
        Contributor III
        2 months ago

        Yeah i think splitting the forms steps makes the most sense as it allows different users to complete their steps upon form completion. This should make it simpler for central finance to track the progress too.

  • cbriscoe's avatar
    cbriscoe
    Contributor
    2 months ago

    I agree with the two-form profiles approach.  Good Job!