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Question

Posted to Laserfiche Cloud

Question

Cloud - Business Processes - Where are the Access Rights

asked on May 27, 2020

I'm looking for the Access Rights in LF Cloud - Business Processes but I can't find them.

I'm a full license/full admin on everything, I searched everywhere (I think) but it's like these settings don't exist anymore in Laserfiche Cloud.

FYI this is what I'm looking for:

 

And this is what we only have in LF CLoud:

Any help would be much appreciated!

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Answers

APPROVED ANSWER
replied on April 15

This feature is now available. See more here.

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replied on April 15

Miruna,

 

For confirmation; This still does not include the ability to stop a user from seeing/submitting certain Business Processes, correct?


This is more so for limiting access to managing the processes.

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replied on April 18

When I tested it just now, it looks like if you're not on a team that has access to the project, you can't see the form in the Submit Forms page, so it does control access from what I can tell.

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replied on May 24

Hi Miruna,

Is there a way to migrate/transfer/add an existing Business Process to a newly created Project? 

We don't want to have to download the existing process and then re-upload it into a Project - as this will create a new process and we will lose the connection to previous instance data, won't it?

What we need is the ability to select an existing Process and add it into a Project. Is that possible?

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replied on May 24

Hi Duncan, 

It's on the short-term roadmap, but wasn't able to be included in the original release. We're already working on the next iterations right now.

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replied on May 24

OK great - thanks for that. Good to know it's coming soon.

In that case we'll hold off moving existing Processes into Projects for now.

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replied on July 11 Show version history

Hi again Miruna and Justin,

I just tried to set-up a Workflow to invoke a Business Process, and it appears that Business Processes that are inside a Team's Project cannot be invoked; they don't appear in the pick-list for 'Select a Business Process' when using the 'Invoke Business Process' Workflow tool (even though "Allow this business process to be started by other processes" is checked). Is that correct?

If you can invoke Team/Project Business Processes, then are you able to please let me know how to make them available to a Workflow to invoke?

If you can't invoke Team/Project Business Processes - then we really need that functionality!

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replied on July 26

Hello again - further to the above, it seems as though Participant Users cannot start Business Processes that are part of a Team/Project workspace.

We have a Participant User with all other aspects identical (Team member attributes, account/group membership settings and rights inheritance etc) as the other Full Users who are part of the same Team/Project - but they can't see the Team Project in the drop-down list from the Home Screen; nor can they see it in the 'Submit Forms' Project drop-down. Trying to start the Form directly from the URL - they can see and complete the Form, but get an error on submission (does not submit).

Changing their licence to Full User temporarily (the only change), and everything works. Change back again to Particpant User, and it stops working.

So only Full Users can effectively be 'Starting Form' members of a Team/Project?

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SELECTED ANSWER
replied on May 29, 2020

The feature is on the roadmap for the latter part of the year.

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Replies

replied on March 21

Hi all - could we please get an update on this one?

Very keen to see this implemented as we have a Cloud Customer now getting a large number of Forms that don't need to be pushed out to all users. It's becoming confusing for users seeing Forms they don't ever use, and in some cases we want to actively hide some forms from some users (as they look up sensitive content).

Thanks, Duncan

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replied on May 27, 2020

Laserfiche Cloud does not yet support process-level security.

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replied on May 27, 2020

Do Laserfiche intend to support it soon?

Because in the coming weeks I will configure Business Processes in the Cloud for a client, and it will be an issue for them if I can't secure some of their processes (like HR processes)

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replied on May 29, 2020

Seconding this. This would be a great feature to have added soon. 

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SELECTED ANSWER
replied on May 29, 2020

The feature is on the roadmap for the latter part of the year.

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replied on May 29, 2020

Thanks @████████

 

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replied on April 28, 2021

@████████

I was looking for process-level security in the "Business Processes" section of Process Automation but seem to only have found the Process Automation security roles.

Is this part of the roadmap, or is it being replaced by the Process Automation Security Roles?

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replied on April 28, 2021

Currently, all security roles are set in the user account control area and apply to all processes. We are actively hard at work on process-level security that will augment the existing security model. 

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replied on April 28, 2021

@████████

Great, thanks for the response Jared. I'll keep an eye out for updates on that.

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replied on November 11, 2021

Any updates on this feature and if/when it will be released?

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replied on November 12, 2021

Hi Nicole, this feature is currently being tested internally. We anticipate releasing this feature externally to customers in the upcoming year.

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replied on December 5, 2021

Please add our vote for this feature - very much needed!

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replied on June 20

We're in 2022. Any update on this now?

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replied on June 21

Hi Joseph. Access Rights are determined now by using Teams, and then Projects within that team.

You create the Team, then a Project, then add Business Processes to that project.

Only members of the Team can launch Forms Processes in a Project assigned to that Team. In essence this is Access Rights.

However .. at the moment you can't move an existing Business Process into a new Team/Project. You have to download the XML from "Global" and upload it to the new Team Project. You also need to make the resources (lookups, rules) from Global available to the Team.

It's a bit convoluted, but it's how it will be from now on I think. All new Business Processes should be created in a Project, inside a Team. 

Anything in the Global channel is visible to all Process users.

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replied on July 12

Hi Duncan,

I have done as you directed and a couple of research. Some of the team members still cannot see the business processes. One of the team members can see so i gave the exact rights to others in the team and yet they still cannot see. Am i missing something?

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replied on July 12

Hi Joseph,

When you set-up the Team, and assigned users - the default 'Role' for the user is 'Team Member'. You need to make them a 'Viewer' at least, in order to be able to start/submit the first Form.

If they are a Team Member but not a Viewer, then they can be part of a Team in the assigned Task - but they can't launch the first submission.

Please check to see if the users are only Team Members, and if so add the Viewer role.

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replied on October 7

Right now it seems being a process desinger is no different than being a process adminsitrator, they can still access other people's processes they should not have access to until we have a rights assignment option per process.

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