Form - Outcome Security

Revision as of 02:07, 22 March 2014 by Philip Lacey (talk | contribs)
Revision as of 02:07, 22 March 2014 by Philip Lacey (talk | contribs)

Outcome Security allows you to permit or deny access to a given outcome.


The process is: 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.

Outcome security has now been enabled.

Administration of the security is done through:

Main Menu > Form Management > Outcome Access

These functions are managed in Database - Outcome Access.


  1. Outcome - Profile access to an Outcome
  2. Outcome - Single User grant access
  3. Outcome - Multiple User grant access
  4. Outcome - Multiple User remove access

Contents

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.

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 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.

4 Outcome - Multiple User remove access

  • Select the form.
  • Select the Outcome.
  • Check the box beside the appropriate users.
  • Save and Continue.