Difference between revisions of "Form - Outcome Security"
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| − | + | = Overview = | |
| − | + | Outcome Security allows you to permit or deny access to a given outcome. When enabled, all users will no outcomes by default. They must be granted explicit access to the outcomes. | |
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| + | Limiting outcomes to specific users can cause confusion for users and be difficult to manage, so it is advisable to be sure of the desired process before enabling this option. It also introduces administrative overhead for your form to ensure the right users always have the right access to the right forms. | ||
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| + | It is possible to build far more custom rules around Outcomes and who can see what outcomes and when using JavaScript. For more information on customising the Outcome list please read here [[JavaScript_-_Limiting_Outcomes]] | ||
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| + | = Enabling Outcome Security = | ||
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| + | To enable outcome security: | ||
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| + | ''Main Menu > Form Management [[File:038.png]] > Database - Primary Management > Form - Edit > Select the database > Open Advanced Options > Set Use Outcome Security to True >Scroll down and click Update.'' | ||
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| + | Administration of the security is done through System Access Management [[File:016.png]]: | ||
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| + | ''Main Menu > System Access Management > Security - Content Access > Form Outcome Security - *'' | ||
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| + | These functions are managed in Database - Outcome Access. | ||
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# Outcome - Profile access to an Outcome | # Outcome - Profile access to an Outcome | ||
# Outcome - Single User grant access | # Outcome - Single User grant access | ||
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# Outcome - Multiple User remove access | # Outcome - Multiple User remove access | ||
| − | === | + | |
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| + | = Outcome Security Management = | ||
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| + | == Outcome - Profile access to an Outcome == | ||
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*Select the form from the list. | *Select the form from the list. | ||
*Select the Outcome from the list of outcomes provided. | *Select the Outcome from the list of outcomes provided. | ||
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*A list of users with access to this outcome will be returned to the screen. | *A list of users with access to this outcome will be returned to the screen. | ||
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| + | == Outcome - Single User grant access == | ||
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*Select the outcome from the dropdown list. | *Select the outcome from the dropdown list. | ||
*Select the user in which you would like to grant access to. | *Select the user in which you would like to grant access to. | ||
*Click Store Assignment. | *Click Store Assignment. | ||
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| − | == | + | |
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| + | == Outcome - Multiple User grant access == | ||
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*Select the form. | *Select the form. | ||
| − | *Select the outcome you wish to grant | + | *Select the outcome you wish to grant access to. |
| − | *Check the box beside | + | *Check the box beside all appropriate users or click Select All. |
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| − | + | ||
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| + | == Outcome - Multiple User remove access == | ||
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*Select the form. | *Select the form. | ||
*Select the Outcome. | *Select the Outcome. | ||
| − | *Check the box beside the users | + | *Check the box beside the appropriate users. |
*Save and Continue. | *Save and Continue. | ||
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| + | [[Category:Module Specific:Form Management]] | ||
| + | [[Category:Module Specific:System Access Management]] | ||
| + | [[Category:Topic:Security]] | ||
Latest revision as of 00:15, 8 February 2017
Contents
1 Overview
Outcome Security allows you to permit or deny access to a given outcome. When enabled, all users will no outcomes by default. They must be granted explicit access to the outcomes.
Limiting outcomes to specific users can cause confusion for users and be difficult to manage, so it is advisable to be sure of the desired process before enabling this option. It also introduces administrative overhead for your form to ensure the right users always have the right access to the right forms.
It is possible to build far more custom rules around Outcomes and who can see what outcomes and when using JavaScript. For more information on customising the Outcome list please read here JavaScript_-_Limiting_Outcomes
2 Enabling Outcome Security
To enable outcome security:
Main Menu > Form Management 
> Database - Primary Management > Form - Edit > Select the database > Open Advanced Options > Set Use Outcome Security to True >Scroll down and click Update.
Administration of the security is done through System Access Management 
:
Main Menu > System Access Management > Security - Content Access > Form Outcome Security - *
These functions are managed in Database - Outcome Access.
- Outcome - Profile access to an Outcome
- Outcome - Single User grant access
- Outcome - Multiple User grant access
- Outcome - Multiple User remove access
3 Outcome Security Management
3.1 Outcome - Profile access to an Outcome
- Select the form from the list.
- Select the Outcome from the list of outcomes provided.
- Click on profile outcome.
- A list of users with access to this outcome will be returned to the screen.
3.2 Outcome - Single User grant access
- Select the outcome from the dropdown list.
- Select the user in which you would like to grant access to.
- Click Store Assignment.
3.3 Outcome - Multiple User grant access
- Select the form.
- Select the outcome you wish to grant access to.
- Check the box beside all appropriate users or click Select All.
3.4 Outcome - Multiple User remove access
- Select the form.
- Select the Outcome.
- Check the box beside the appropriate users.
- Save and Continue.
