Visibility and Permissions Settings

Version 8.0 simplifies the administration of visibility settings and permissions for process data sheets. Previously, the visibility settings for tabs did not work as expected for Creators and Assignees when the permission to Act as creator was part of the assignee's user role.

Clear Authorization Control:

  • The preview now directly shows what the data looks like for different roles allowing you to keep track of everything.

  • All roles and their access rights are visible at a glance.

More Flexibility in Process Design:

  • Simpler settings allow for better customization of processes. It's also easier to control data sharing.

Simplified Management of Tabs and Permissions:

  • The administration has been grouped more clearly and is located under the new Access Rights button.

  1. Select a user task in Workflow Modeler or a classic workflow.

  2. Click the Access Rights button for selected workflow or for the selected user task.

    The Access rights for… screen opens.

    Note: The once familiar favorite star icon for the default tab has been replaced with a house icon.

  3. Click the house icon for a tab under the Manage Rights section to set that tab as the default when users open the data sheet.

A black house icon clearly indicates which tab of a process is displayed by default.

• If a tab is set as default, it can no longer be hidden

• If a formerly invisible tab becomes the default, it will automatically become visible

This gives administrators a better overview when defining default views.

Creator and assignees can now have separate access rights on the tabs. The visibility of the tabs for individual user groups is still set by clicking on the eye icon. A menu will open with five options. The preview area then shows directly what data is displayed for the selected role.

The revised visibility settings make it easier to adapt and tailor processes. The goal is to configure tab visibility separately for assignees and creators. Tabs should be visible to creators but hidden from assignees. The new CREATOR_ONLY option now hides the tab from assignees with the permission Act Like Creator.