Question

Feature Request: Allow Assignment of Reports to Participant Users

Forms Ideas Version 9

Updated June 7, 2023

asked on June 11, 2014

We have some users that are using Participant licenses that need to be able to see information about submissions of certain forms. They don't need access to the Laserfiche client, just information in reports in Forms. It would be great if we could create reports and then assign access for those users to view them.

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replied on October 2, 2017 • Show version history

In an upcoming release, Laserfiche will announce new "Process User" licenses which will give users full licensed access to Forms and read-only access to the repository. This includes reporting in Forms and will be priced more reasonably than a full named user license.

Also, Forms will be implementing a new process-level security role to give a user access to reports for a given process without granting full administrative/design rights to that process. As a Forms administrator, you may want to give reporting access to a process without giving that user full design rights to it as well.

This post will be updated with more details about the release schedule in the coming months.

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replied on October 3, 2017

Great news! Thank you!

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replied on December 11, 2018

We have purchased Educational User Licenses. They work great for accessing forms and read-only access to the repository but I cannot figure out how to allow access to Forms Reports. I am running the latest version of Directory Server and Forms (as of Dec. 1st, 2018). Is this available for the Educational User Licenses? Is there a licensing matrix that shows all of the licenses types and what they can do?

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replied on January 11, 2019

I would like more info on this as well - I've seen the addition of the "Process User" type, but it doesn't seem to be functioning in the way you were describing in the previous post?

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replied on April 26, 2019 • Show version history

So @JaredRechnitz, where is this "Process User" License?? It seems it's not available for purchase within the subscription model??

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replied on April 29, 2019

Hi Clint,

Process Users are available for licensing in subscription systems. They are a different user type like community and participant, so you would need to add some to your system to be able to allocate them. There's some mention of it at https://www.laserfiche.com/support/webhelp/Laserfiche/10/en-us/administration/#../Subsystems/Forms/Content/Administration/Forms-Licensing.htm.

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replied on April 30, 2019

Thanks Justin!!

So then with that, it would look like its separate from the Educational License Subscription model correct? If so, then would we need to buy a separate block of the Process User licenses within our subscription or are they handled differently since we are on the Education License?

-Clint

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replied on April 30, 2019

Correct. They are a different license type altogether.

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replied on April 30, 2019

Thank you for the clarification! We very much look forward to utilizing these in the near future.

On a side note, are the Community Licenses really any different than say the Participant/Educational Licenses based on what I read in the help file?

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replied on April 30, 2019

There are a few notable differences between Community and Participant licenses. Fundamentally, Participant licenses are targeted towards users within an organization, while Community users are solely for those external. What is supported is tied that that fundamental difference. For example, Community users do not support AD authentication from within the organization, while Participant users do. You're correct that the specific 'what they can and can't do within Forms' list is the same, it's more focused around these other items. There are also likely some other differences that will be relevant in the future as new technology is deployed that more closely ties in with external users."

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replied on May 1, 2019

Makes sense!! Especially going back to your presentation at Empower this year where you talked about exploring the possibilities to have outside/external users be able to upload, modify, or create documents in a secure manner or site.

Thank you again for all your clarification - I tried to extrapolate as much as I could from the documentation you posted previously. Really appreciate you Pava!

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Replies

replied on March 7, 2019

I totally agree on the need to make reports available to participant users. Access to reports is not a management function. Tks!

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replied on September 29, 2017

This would be a very helpful feature for our participant licensed users.

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replied on March 12, 2019

I agree! Allow us to share reports with participant users as needed.

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replied on June 1, 2022

Any updates to this request?

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replied on June 7, 2023

Can anyone tell me if the "Process User" licenses that Jared Rechnitz / Laserfiche speaks of on on October 2017 has come out yet?

If so where can I find more information about this?

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replied on June 7, 2023

When questions like these pop back up. Original question asked nine years ago, Laserfiche hints solution is in the works six years ago.

The easiest solution would have been to change participant licenses as asked.

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replied on June 12, 2014

Participant users are designed to participant in the process, start process, take action in process. They are not designed for manage the process. So by design they will not be able to access reports.

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replied on November 3, 2014 • Show version history

It would be really useful to have the option of allowing participant users access to reports. The only other way for us to allow someone to see a report is to pay for a named user license. That's not ideal if they don't use the main Laserfiche system.

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replied on February 3, 2016

Do you know if this issue has been addressed in LF 10? I've run into the same issue with a couple of clients. They need to be able to assign reports to and view reports with their participant licensees, but don't need any other functionality a full user license provides.

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replied on February 8, 2017

Has there been any movement on this request?

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replied on February 9, 2017

I would like to support this request, talking to folks at the conference- this would be very useful for a large group of people. I understand that Participants by design are designed to participate but in order to be able to fully participate I think that reports would be a very beneficial feature that will allow these users to complete tasks more effectivley.

This doesn't interfere with the full license because the full license has metrics access (if process admin) and has a lot more other features that are still needed.

We would appreciate your considerarion!

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replied on February 21, 2017

Hi Laserfiche,

Can you please acknowledge this request?

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replied on June 22, 2017

I agree, we are getting push back from users with Participant Licenses that want to be able to view reports. They don't want to build forms, or manage users, or access Laserfiche. They just want to approve a form and see reports on how other instances of that process are going. That still feels like a participant feature as they are not building the reports, they are merely participating in the forms process that was built and administered by licensed users.

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Feature Request: Allow Assignment of Reports to Participant Users

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