Restricting Form Modification Rights By User Group - Advanced Capture - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Advanced Capture

Platform
OnBase
Product
Advanced Capture
Release
Foundation 24.1
License
Standard
Essential
Premier

By default, all users who have been granted the necessary rights to access the Advanced Capture Configuration window can modify an Advanced Capture form. However, you may restrict who can modify a particular Advanced Capture form by assigning specific User Groups to it.

Note:

While assigning User Groups to a particular Advanced Capture form prevents members of the unassigned User Groups from modifying the form, the members of the unassigned groups can still view the form and initiate Advanced Capture processing.

To restrict form modification rights by User Group:

  1. Create the Advanced Capture form as usual.
  2. Once the form has been created, from the Advanced Capture Configuration window, right-click on the document displayed in the Document Viewer. The Modify/Delete Form dialog box is displayed.
  3. Click Modify Form. The Form Definition dialog box is displayed.
    Note:

    The Form Definition dialog box displayed here is slightly different from the dialog box that is displayed when you are creating a new Advanced Capture form.

  4. Click Configuration User Groups. The Form Definition User Groups dialog box is displayed.
  5. To assign a User Group to the form, do one of the following:
    • In the Available list, select the User Group and click Add >>. The User Group is moved to the Assigned list.

    • In the Available list, double-click the User Group. The User Group is moved to the Assigned list.

  6. To remove an assigned User Group, do one of the following:
    • In the Assigned list, select the User Group and click << Remove. The User Group is moved to the Available list.

    • In the Assigned list, double-click the User Group. The User Group is moved to the Available list.

  7. When you have finished assigning User Groups to the form, click Save. The Form Definition User Groups dialog box is closed.