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Question

Forms Instance Reports - Permissions

Forms Administration
Updated January 24, 2019
asked on December 5, 2014

Is there any way to allow someone access to the Reports on particular process that allows them to view the History tracking of each instance report as it does when given "Process Creator" rights or "System Admin" rights WITHOUT allowing them to be able to access the Process Modeler or the forms, etc.?

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replied on December 7, 2014 • Show version history

Yes, this is on our to do list of next version of Forms, there will be any role besides process admin for the process to allow user to do more action with the instance results.

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replied on December 5, 2014

Currently no. The security rights in Forms is not that mature yet. I imagine this is on Laserfiche's roadmap though.

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replied on December 26, 2018 • Show version history

Did any of the above mentions functionality arrive with 10.3?

EDIT: I think I found the answer. Assign the role of 'Business manager' to the users that you want to have this access in the process.

@████████ Does the user need to be a 'Business manager' to be able to go into each instance from the report?

Thanks

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