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  1. Preface
  2. Workflows
  3. Workflow Variables
  4. Workflow Parameters
  5. Cluster Tasks
  6. Command Task
  7. Human Task
  8. Mapping Task
  9. Notification Task
  10. Gateways
  11. Workflow Recovery
  12. Workflow Administration

Developer Workflow Guide

Developer Workflow Guide

Rules and Guidelines for Step Permission Options

Rules and Guidelines for Step Permission Options

By default, Analyst tool users can view all data and perform any action in the task instances that they own. Use the
Permissions
options to specify a set of viewing permissions and editing permissions for the task instances. Apply the permissions in the step that defines the task instances.
You can use permissions to assign data to users based on the users' roles or areas of expertise. For example, you might define a series of steps in a Human task so that different users can edit different columns of workflow data. Or, you might decide to hide sensitive data, such as salaries or Social Security numbers, from one or more users.
Consider the following rules and guidelines when you set the permissions:
  • You can define different permissions in each step in a Human task. An Analyst tool user who reviews a task instance might see a different data set to a user who worked on the data in an earlier task instance.
  • The permissions apply to the audit trail data in addition to the record or cluster data in each task instance.
  • If a business administrator transfers a task instance to another user, the permissions that you set for the step apply to the user that the business administrator identifies.
  • The viewing permissions that you set on a step take precedence over the editing permissions. If you grant editing permissions on a column and you do not grant viewing permissions on the column, Analyst tool users cannot edit the column data.
  • If you find and replace multiple values in a task instance, the Analyst tool restricts the operation to the data that the viewing permissions specify for the instance.
  • Analyst tool users can perform any action to update the status of a record, cluster, or task instance regardless of the viewing or editing permissions that you set.

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