Data Director Implementation Guide

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Data Security in Task Data

IDD allows authorized users to participate in workflows, which are computer models of real work involving a series of operations or activities. IDD data security impacts the following task areas:

Check for view permissions - whether a task can be opened by a user or not. If the user is not allowed to open a task, a warning message is displayed to the user.

Filter out children data - which child records are seen by user on Data View.

Data security filters do not get applied on XREF data. For example, if a user has access to the primary object data and to its children data, then according to data security the user is allowed to see all the contributing XREFs.

The logic of applying data security filters depends on the type of task.

Siperian BPM Workflow Engine

Review Task

Open Review Tasks with a Single Role

Open Review Tasks with Multiple Roles

Filter Child Record in the Task View

Open Merge/Unmerge Tasks

Data Aware Task Assignment

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