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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

Permissions Options

Permissions Options

Set the Permissions options to specify the data that users can view and the types of action that users can perform in the Analyst tool. The permissions apply to all users who can view or edit a task instance that the current step defines.
You can set viewing permissions and editing permissions. The viewing permissions define the task instance data that the Analyst tool displays. The editing permissions define the actions that users can take to update record data or cluster data. The permissions that you set do not affect the users' ability to view or update status information for a record, cluster, or task instance.
Exception steps and cluster steps support different types of permissions. The permissions that you set in a review step depend on whether the preceding step is an exception data step or a cluster step.
Consider the following rules and guidelines when you set permissions on a step:
  • The viewing permissions take precedence over the editing permissions. If a user cannot view a column of data in a task instance, the user cannot edit the data in the column.
  • If a user cannot view a data column in a task instance, the user cannot view the column in the audit trail.
  • The step that you configure might read the output from another step in the Human task. Set permissions that allow Analyst tool users to view and edit the appropriate data from the task instances that the preceding step generates.

Viewing Permissions

The following table describes the viewing permissions that you can set in each step:
Permission Value
Description
Step Type
View all data
Analyst tool users can view all of the data in a task instance.
Default option.
All step types.
View selected columns
Analyst tool users can view data in the columns that you select in a task instance.
All step types.

Editing Permissions

The following table describes the editing permissions that you can set in each step:
Permission Value
Description
Step Type
Edit all data
Analyst tool users can edit all of the visible data in the task instance.
Default option on steps that read exception data.
Exception step
Review step for exception data
Edit selected columns
Analyst tool users can edit the data in one or more columns that you select if the columns are visible in the task instance.
All step types
Edit exception data only
Analyst tool users can edit any visible value in the task instance that the workflow identifies as a data quality issue.
Exception step
Review step for exception data
Perform all actions
Analyst tool users can perform all actions on the visible data in the task instance.
Default option on steps that read cluster data.
Cluster step
Review step for cluster data
Perform cluster actions only
Analyst tool users can define a preferred record in each cluster in a task instance. Analyst tool users can create clusters and move records from one cluster to another.
Analyst tool users cannot the edit data values in the cluster records.
Cluster step
Review step for cluster data
Perform review actions only
Analyst tool users can perform any action to update the status of the task instance and the records or clusters in the task instance.
Analyst tool users cannot edit the data values or the preferred records in the task instance.
Review step for exception data
Review step for cluster data

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