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Question

Question

Can Workflow set page level and list field value level security?

asked on February 21, 2014

Hi Team,



Hope you all been well,

Have a query from some Engineers here and would like an input if possible,

1. Is there any way of setting user up to so they can only see certain pages within a document? Can Workflow achieve this?

2. Is there anyway to hide or grey list field entries in list field that are not relevant at certain points in the workflow?

The above was raised by a client, and they wanted a way if this can be achieved,

Your thoughts would be kindly appreciated.

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Answer

APPROVED ANSWER
replied on February 21, 2014

Hi there,

 

Laserfiche security can be configured down to the document level, but not to the individual pages of a single document. You can secure specific information on a page using redactions, but it would be a fair amount of work to redact whole pages for specific users.

 

From your question it sounds like you would like to grey out specific values within a list field but not others. If that is the case, this is not possible. However, if Workflow is moving a document through this business process you could always make the field read-only for the majority of users but allow your Workflow user to edit the field. In this way the users wouldn’t see the other values in the list field, but Workflow could change the selected value when necessary. Depending on what you are using this list field for, you might be able to present the same information with Workflow Business Process steps. If you are using this list field to track the status of a document in a business process, your Workflow Business Process steps could present the current stage of the process to the users in the Business Process pane, as well as relevant information about past stages of that particular document in the process.

 

I hope this helps! If you still have questions, feel free to provide further details about what you are trying to accomplish.

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Replies

replied on June 15, 2017

Kelsey, I am interested in Document Level Security. Where can I get more information on this?

Specifically having only having certain users allowed to search and view for certain documents.

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replied on June 15, 2017

See the security chapter in the help file. See also this best practices article.

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