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Question

Question

Any plans to add granular access rights and permissions to Forms?

asked on May 10, 2018

We often have forms where one group of users (submitters/approvers) should be able to see a piece of information whereas another group shouldn't.

We have found two ways of doing this:

1. Have a lookup-driven permission system where the current user's permissions are looked up from a custom database table, then field rules are used to hide/show information.

2. Create copies of the entire BP and add/remove fields as needed, then use BP Access Rights to control access.

Both methods have severe shortcomings. The first method requires creating custom database tables and keeping them up-to-date, and doesn't offer any sort of "real" security since field rules are just CSS that can be easily undone by technically-savvy users. The second method drastically increases the amount of work that needs to be done when changes need to be made to a form - the system administrator must remember to push those changes to each and every single "copy" BP. If the BP triggers workflows, copies of those workflows must also be created and maintained.

I think it's clear at this point that in order to push Laserfiche Forms to the "next level", some sort of granular access right system needs to be implemented. Ideally this would be both field-based (e.g. only certain users can read/edit certain fields/sections) and process based (e.g. if current_user is part of the Sales Staff group, use Message Start Event A that has Starting Form A attached, but if they are part of the Sales Managers group, use Message Start Event B.)

Are there any plans for stuff like this, or are we, as systems implementors, destined to spending countless hours manually creating and customizing these behaviors? smiley

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Replies

replied on May 10, 2018

Hello,

I would also like this functionality in addition to more granular security available to Forms' robust reporting modules. 

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replied on May 14, 2018

Thank you for the detailed request. We have heard this request in the past and will look into the best way of implementing it in a future release. 

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replied on February 6, 2020

I would also like this option.  Our new Health & Safety Officer is really keen to use LF Forms for all his safety forms and this requires that all 40 of our users, plus all the 35+ seasonal workers, have access.  This means that every time a new employee is hired, the new person's name needs to be added to every single H&S form on the access page.  This could get monotonous in the future if there isn't a way around it, like say:  Adding Groups, tied to the licensing so that if I assigned them to the "Office Group" when I created a license for a new user, then they would automatically be given access to all the H&S forms.

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replied on January 27, 2021

Does anyone know if there is a way to do this yet?

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replied on January 28, 2021

Well, Gert, my problem was resolved in exactly the way I had hoped in May 2020 when we had installed the LFDS (Laserfiche Directory Server) which is where Licensing assignments are handled now.  The groups that were added there are now easily added to LF Forms access and, as long as I use those on all our forms, Human Resources changes are no longer a problem!!

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