Question

Is it possible to hide a field within a template from certain users like we can hide templates from certain users?

Laserfiche Workflow

Updated August 8, 2014

asked on August 8, 2014

I have fields on a template that I use as markers for multiple workflows working together. I can hide the data in those fields from the users but I would like those fields to not be visible at all to the users. Is that possible?

My use case for these fields is this (in case there's a better way of doing this than fields)

1. I have a business process that needs to stay running through the whole process. ie. for BPM reporting I can't have this all broken up into separate workflows.

2. At a certain step I want the process to wait until one or more users modify a multiple value field and the values match an invoice total field.

3. To do this I have a separate workflow trigger every time those changes are made and the workflow steps (a page worth) run to check all the values and if they match to set the "hidden" field to Yes.

4. The Business process is simply waiting for that field to equal Yes and then moves on.

Thanks in advance.

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Answer

SELECTED ANSWER

replied on August 8, 2014

Can you make sure that the user does not have the "Manage Templates and Fields" privilege? Also make sure the user is not a member of any groups that have that privilege.

If the user does have the privilege, then even with being denied read rights on the field, they will see the following

but as long as the user doesn't have the privilege, then the field should not appear at all, as seen below

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Replies

replied on August 8, 2014

At the bottom of the template when you open it up in the administration console, you should see the following:

You will want to select "Security" and then you will be able to select a user or group in the top area of that menu. When each group or user is selected, you will be able to use the third section (bottom section) to set up access rights on a per field basis for that group or user.

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replied on August 8, 2014

I certainly can use that to hide the value of the fields and have set that already. I was curious if I could hide any display of that field to the user at all. So far all I've been able to do is get the value greyed out.

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SELECTED ANSWER

replied on August 8, 2014

Can you make sure that the user does not have the "Manage Templates and Fields" privilege? Also make sure the user is not a member of any groups that have that privilege.

If the user does have the privilege, then even with being denied read rights on the field, they will see the following

but as long as the user doesn't have the privilege, then the field should not appear at all, as seen below

1 0

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Question

Is it possible to hide a field within a template from certain users like we can hide templates from certain users?

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