Friday, July 29, 2011

Visibility Concept in AR System

In AR System, there exists a core functionality on Visibility of the entries in a form. As a base form AR System has Groups form that can be assigned to the users.

If successfully managed, AR System reserved fields Assignee Group and Dynamic Groups that range between 60000 to 60999 can be used to restrict access to the form entries. These groups will also be shown in the Permission Lists of the fields. So restricting the access can be done by giving permission to the Request ID($1$) field just the Assignee Group and the Dynamic Groups. The trick is to have fields in the form that we are applying our configuration with the group id as field id.

This case is useful when there exists two types of users as Write Permission and Read Permission. Let's make an example: Assume we have a form as "ABC Form". This form has all the required fields. We also have 2 distinct users who has only READ and who has only WRITE as Assignee group in User form.

1) We need to create two groups in the Group form as WriteSecurity, ReadSecurity assuming 60512 and 60513, respectively.

2) We need to create two more groups as READ 50810 and WRITE 50820.

3) We open our form "ABC Form" and edit the permissions of the Request ID($1$) and remove all the permissions and add only the ReadSecurity and WriteSecurity by giving the ReadSecurity only View Permission and WriteSecurity by giving Change Permission.

4) Add two fields as ReadSecurity and WriteSecurity with Field IDs 60512 and 60513, respectively.
5) Save the form.
6) Create a submit filter as when an entry is created the WriteSecurity field is set as WRITE groups ID and ReadSecurity is set as READ groups ID.
7) The users with READ and WRITE can see the form entries, the others can not and Read can only view and Write can modify the entries.

by Alper Gülbahar

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