Configuring Form Security - Unity Forms - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Premier - external - Standard - Premier - Standard

Unity Forms
Platform
OnBase
Product
Unity Forms
Release
Foundation 24.1
License
Premier
Standard

You can assign security to the form template at the page or section level.

To set form security:

  1. Select the form container, page container, or control in the Designer.
  2. To enable security select the Is Secured check box in the Properties pane.
  3. In the Properties pane, click the edit button next to User Groups. The security window is displayed.
  4. Select the user group you want to assign rights from the Available User Groups box. You can select multiple user groups at a time if you want to assign the same rights to multiple groups.
  5. Click Add Selected Items. Alternately, you can click Add All Items to add all user groups at once.
    Note:

    You can remove user groups by selecting the user groups in the Selected User Groups box and clicking Remove Selected Items. You can remove all user groups by clicking Remove All Items.

  6. If you want to grant read-only access to the selected form item, select the Read-Only check box next to the user group.
    Note:

    You can set all user groups to have read-only privileges by clicking Mark all read-only. All user groups listed in the Selected User Groups box will be set for read-only access.

  7. When finished configuring security, click Finish.
    Tip:

    You can double-click on user groups to move them to and from the Available User Groups and Selected User Groups boxes.

    Note:

    Configured form template security for sections and pages within the form is respected in Workflow, regardless of permissions and overrides granted at the Workflow level.

    Note:

    When security is enabled for a section or page and there are controls within it that have read-only properties enabled, the most restrictive setting for a user group is respected.