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Feature Request: Middle-Level Access to Forms Process

posted on November 14, 2017

I would like to propose a feature request for Forms Processes that would have a middle-level access level for the 'Access Rights' process.  Currently I give managers who need it the 'Process Admin' rights to a forms process so they can see all the instances and be able to tell when someone submitted a form, create a report, etc.  The problem is, I know eventually one of them will end up clicking the 'Edit' dropdown, and end up in a process diagram or on one of the forms for a process, and this worries me because they may inadvertently un-publish a process, change a form, etc.  It would be nice to be able to give them access to the instances, reporting, etc. without giving them access to the things that can jeopardize the entire process.  Thanks!



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replied on November 14, 2017

Thank you for your feature request. This new role, called Business Manager, will be a new process level security role to give managers rights to the instances and reporting, without allowing access to the designer for that process. It will be released in the upcoming Forms 10.3.

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replied on November 15, 2017

Thanks so much, Jared!

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