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Question

Question

Any way to hide specific forms from other users of a business process

asked on June 2, 2021

Any way to hide certain forms from the action pane when we want to reduce transparency? 

In some cases Forms can be too transparent like in the situation where an employee is filling out a self evaluation, the manager is filling out an evaluation of that employee, and HR want's to review it before the employee can see it.

In this case, we do not want the manager's task available in the action pane yet, because HR has not approved it.

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Replies

replied on June 2, 2021

Hi Chad,

Currently Forms 10.4.5 and later version supports hiding action history from initiator, see https://doc.laserfiche.com/laserfiche.documentation/11/administration/en-us/Default.htm#../Subsystems/Forms/Content/Processes/Access-Rights.htm

The option will hide entire action history rather than certain step. You may need another way to display final evaluation to employee if necessary. 

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