Question

How to limit access to part of a form

Laserfiche Forms Workflow How To

Updated July 28, 2022

asked on July 27, 2022

I am trying to make it so only certain people can submit a Termination request in HR and anyone else who tries will get a rejection email and the process will end there. I have tried every which way to enter this outflow path, but the form keeps terminating for the user I am trying to give access to. I am not sure if != mean "does not equal", but I have tried variations of that as well by entering it into the Rejection box. Example: /dataset/Approve_Systems_Access_Request__1="Termination1" and /dataset/_initiator!="DOMAINNAME\USERNAME"

Any ideas?

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replied on July 27, 2022 • Show version history

First, it is probably terminating because none of your conditions are met so it has nowhere to go.

You should always have at least one path set as the default with no conditions to ensure you never have a process terminate for that reason.

Also, make sure you're wrapping your AND/OR conditions properly because it sounds like one of your other two branches is the one having a problem.

For example, you should use parentheses to tell it how to evaluate those properly

(x="1" and y="2") or z="3" means (either (x=1 AND y=2) or z=3)

x="1" and (y="2" or z="3") means (x=1 and (either y=2 or z=3)

Both of which are very different.

Because you don't seem to have any parentheses grouping your conditions, it's likely they're not evaluating the way you want/expect them to.

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replied on July 27, 2022

Thanks Jason. I will give this a try. Although everything did seem to be working and going where it was supposed to go prior to adding the process initiator. I will let you know how it turns out.

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replied on July 28, 2022

Create a field with the current user and if that user doesn't match the "approved" user list, then hide the submit button or at least a required field that they won't be able to see and it is still required.

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replied on July 28, 2022

Actually, the main issue all along was I was using capitol letters for the username, when it was supposed to be lowercase. It now works as intended. Thank you all for the suggestions!

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replied on July 28, 2022

You should still make one of your gateway outflows the default. That's always best practice to avoid terminated instances if anything unexpected happens.

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replied on July 28, 2022

Thanks, I did actually set the number 3 gateway to default

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How to limit access to part of a form

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