Application Permissions
Application Permissions cover view, edit, and execution rights for form and workflow components defined within registered applications in the system.
Form Permissions
Each form defined within an application can be assigned view and edit permissions per user. The view permission allows users to open the form in read-only mode, while action buttons (e.g., Save, Print) are only available to users with edit permission.
| Permission | Description | Effect |
|---|---|---|
| View | Grants permission to open the form in read-only mode. | The user can open the form but action buttons will not be visible. |
| Edit | Grants permission to edit form contents and use action buttons. | The user can both view and interact with form buttons like Save, Print, Save as Draft, etc. |
Workflow Permissions
Each workflow defined within an application can be assigned view and execute permissions per user. The view permission allows only inspection of the workflow form, while the execute permission enables the use of workflow buttons such as Approve, Reject, Cancel, etc.
| Permission | Description | Effect |
|---|---|---|
| View | Grants permission to view the workflow form only. | The form opens in read-only mode; workflow action buttons are hidden. |
| Execute | Grants permission to use workflow action buttons (e.g., Approve, Reject). | The user can view the form and perform allowed actions based on the workflow status. |
Related Notes
- Permissions can be defined independently for each form and workflow.
- Forms and workflows are grouped per application; each application has its own set of permission entries.
- Edit/Execute permissions are dominant; even if View permission is not explicitly granted, users with Edit/Execute permissions can access the relevant form or workflow.
seeAlso
- Manage Permission Groups
- [Developer Environment Startup Guide](../../../../Developer Guides/IDE/Startup/Startup.md)
- Workflow Management Permissions
FAQs
- Why can't users click buttons on a form even though they can view it?
- Why are workflow buttons not visible on the form?
- Does Edit or Processing permission include View?
- Are form and workflow permissions assigned separately?