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Question

How to Assign a Group Access to a Laserfiche Form

Forms Laserfiche Version 10 Self-Hosted How To
Updated February 15, 2024
asked on February 14, 2024

Would someone mind explaining how to use groups when assigning access to Forms?  I've noticed that it states you can add users or groups, but what kind of groups?  LFDS groups don't show.  We're wanting to lock a few of our Forms down and hoping we can get around having to add/delete users one by one.  Any insight or guidance on this would be greatly appreciated.

 

Thank you

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Replies

replied on February 14, 2024 • Show version history

Hi Bill,

You can use either AD groups, or LFDS groups for form access, however, you must first have those groups set up in LFDS and synchronized in Forms.

The easiest way to do this is to find the main group(s) that provides access to Forms, which you can do through the Forms config page if you don't know it already.

Then, you can just add any AD or LFDS group as a member of that group and it should appear in Forms after the next synchronization.

Something worth noting is that the synchronization doesn't look at inheritance for child groups, so only groups you explicitly added will show up in Forms.

For example, we created a group in LFDS called "Forms" and set that as the access group in the Forms config. When we want a group to be usable for access or team synchronization within Forms, we just add it to that Forms group.

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replied on February 14, 2024

We have a "Forms" group as well.  Looked at our formsconfig page, that's the only group that is listed under the User Authentication section.  It's funny, but that's one group I've never tried to use for access rights.  That just never clicked until now.  

 

So, if we want to use other new or existing LFDS groups for separate Form access, we can just add them to the formsconfig page?

 

This is going to be extremely helpful.  Thank you so much!

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replied on February 14, 2024

Hi Bill,

I would not recommend adding them directly to the FormsConfig because that would be hidden from most people and harder to manage.

I strongly recommend making the target group(s) a member of the Forms group within LFDS for visibility and ease of maintenance.

There's nothing inherently wrong with adding multiple groups in FormsConfig, but there's rarely a good reason to do it that way rather than using LFDS.

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replied on February 15, 2024

I'm following you now.  Makes total sense.  

 

As always @████████ thank you so much for help.  We truly appreciate it!

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