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 Security and Permissions

Security can be applied to Actionflows so that only those with sufficient permissions can run the Actionflow. In addition, if an Actionflow is assigned to a button and the user does not have permission to run the Actionflow, the button will not be displayed on a screen. 

Permissions can also be set on form fields, table attributes and screens. For example, if a user does not have permission to view the form fields but runs an Actionflow that uses these fields, the Actionflow will show an error. 

Access Permissions 

For some items, you can specify a user group, e.g. Managers, or set of user groups, where only users in this group(s) have permission to see the item.

Worked Example

Here's a worked example using the Company Data (available from the Learning Centre).

In this example, we are using:  

• A Company Merger Pop up screen containing:
  • two manual drop down fields of the company name's of the companies to be merged
  • two string fields showing the company ID's of the companies to be merged
  • a button to initiate the Actionflow - this screen was created using the Tile no Buttons template

Limit Permission to Merge Companies

In this example, we'll limit the users/user groups that can run the Actionflow that merges two companies together.

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Prerequisites

For this example, we'll limit permission to run an Actionflow that merges two companies together. This Actionflow was created in 3.04 02 Bulk Update Action Configuration. If you have not completed this chapter, expand the section below and follow the steps to create the Actionflows.

Alternatively, you can follow the instructions below to limit access to any Actionflow in your application.

Create Limited Access User

1. In the 

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   , expand the 

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    section 
2. Click 

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    to create a new user who will not have access to run the acquisition
   1. Login: limitedaccess
   2. First Name: Limited
   3. Surname: Access
   4. Password: Phixflow123!
   5. Enabled: 

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       the user
   7. In the
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   1. User Groups section, click the 

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   nopaneltrue sectionClick the Insert excerpt_add_icon_add_icon

   1. name icon nopanel true

    icon to add a new User Group:
   1. Name: LimitedAccessGroup
   Insert excerpt_save_savenopaneltrue the groupIn the Users section, click the  Insert excerpt_user_usernameiconnopaneltrue icon and drag across your Limited Access user into the Users section
   2. Close the Users window
   3. Click icon
      1. Drag across the User Groups, Actionflow Advanced Application and Users into the User Groups section of the Limited Access user
         1. There will be two Actionflow Advanced Application user groups. Ensure the one ending _Admin is not chosen

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       on the User Group tab all tabs

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Change Actionflow Permissions

1. Open the Company Merger Pop up screen and open the Actionflow on the Run Acquisition button
2. Open the Actionflow 

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3. Click on the 

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4. Disable 

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    All Users can Run Action
5. Click the 

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    icon and drag across all User Groups except the LimitedAccessGroupthe User Group, Actionflow Advanced Application_Admin into the User Groups section of the 

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6. Click on the Home icon in the top left of Phixflow
7. Click the  Insert excerpt_property_settings_property_settingsnopaneltrue button on the left to open the application settingsClick on the  Insert excerpt_property_tabs_property_tabsnamesecuritynopaneltrueClick the  Insert excerpt_user_group_user_groupnameiconnopaneltrue iconDrag across the LimitedAccessGroup into the User Groups section  

   Change Application Permissions

   1. 1. This limits the permission to run this Actionflow to just this User Group

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   Testing

   1. Log out and login as the user, Limited Access
      1. Click You should not be able to see the Run Acquisition button button on the Company Merger Pop up screen

   
   

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