System Settings – Workflow

Overview

Here you can set the privilege related to Workflow Apps. There are two types of authorization: App Creator, which is a System Privilege, and App Authorization to manage individual Apps. In addition to granting to each User, you can grant using an Organization or Role.

App Creator

App Creator

App Creator
  • add_box New Authorization
  • format_list_bulleted
    • disabled_by_default Delete / Authorized Object
  • Authorized User List
New Authorization

Add a specific user
  • User*
    • mode_edit_outline (Search for a user): Enter by selecting from the list display that is narrowed down the candidates by entering multiple characters
      • search(Search): Enter by selecting from list display of all candidates
      • emoji_emotions (Select yourself): You will be entered
      • account_tree (Select from Organization Tree): Enter by selecting from the expanded Organization tree
      • close (Clear): Clear the entered value
Add users related to a specific organization
  • Organization*
    • mode_edit_outline (Search for an organization): Enter by selecting from the list display that is narrowed down the candidates by entering multiple characters
      • search(Search): Enter by selecting from list display of all candidates
      • emoji_emotions (Select your main Organization): Enter the Organization to which the operating User mainly belongs
      • account_tree (Select from Organization Tree): Enter by selecting from the expanded Organization tree
      • close (Clear): Clear the entered value
    • Target *
      • radio_button_checked Members of
      • radio_button_checked Members in sub organizations of
    • Position
      • arrow_drop_down (N/A) / (With Position) / (No Position) / (Registered Position name)
Add users of specific role
  • Role *
    • mode_edit_outline (Search for a role/): Enter by selecting from the list display that is narrowed down the candidates by entering multiple characters
      • search(Search): Enter by selecting from list display of all candidates
      • close (Clear): Clear the entered value

Capture

Notes

  • App Creator is one of the System Privileges
    • This enables the creation of Apps

See Also

App Authorization App List

App Authorization App List

(Filter/Column/Sort)
  • filter_list (Filter)
    • arrow_drop_down All Categories
    • mode_edit_outline App Name
    • check_box star
    • check_box Last updated by me
  • view_column (Column)
    • drag_handle delete App Name
    • drag_handle delete Latest Version
    • drag_handle delete Update Time
    • drag_handle delete Updated by
    • arrow_drop_down Add
      • (Add All)
      • App ID
      • Category
      • Priority
      • Created by
      • Note
  • sort (Sort)
    • arrow_drop_down
      • Priority / Category / App Name
      • star
      • AppID
      • Update Time
    • radio_button_checked arrow_downward radio_button_unchecked arrow_upward
(App List)
  • format_list_bulleted
    • Column items specified with[view_column (Column)] (move to Details on clicking a row)
(Display control)
  • arrow_drop_down(View)
    • 10, 20, 50, 100, 200, 500, 1000
  • navigate_before Page navigate_next
App Authorization

App Administrator
  • add_box New Authorization
  • format_list_bulleted
    • disabled_by_default Delete / Authorized Object
  • Authorized User List
Process Manager
  • add_box New Authorization
  • format_list_bulleted
    • disabled_by_default Delete / Authorized Object
  • Authorized User List
Data Viewer
  • add_box New Authorization
  • format_list_bulleted
    • disabled_by_default Delete / Authorized Object
  • Authorized User List
Data Viewer (only Progress Information)
  • add_box New Authorization
  • format_list_bulleted
    • disabled_by_default Delete / Authorized Object
  • Authorized User List
New Authorization

Add a specific user
  • User*
    • mode_edit_outline (Search for a user): Enter by selecting from the list display that is narrowed down the candidates by entering multiple characters
      • search(Search): Enter by selecting from list display of all candidates
      • emoji_emotions (Select yourself): You will be entered
      • account_tree (Select from Organization Tree): Enter by selecting from the expanded Organization tree
      • close (Clear): Clear the entered value
Add users related to a specific organization
  • Organization*
    • mode_edit_outline (Search for an organization): Enter by selecting from the list display that is narrowed down the candidates by entering multiple characters
      • search(Search): Enter by selecting from list display of all candidates
      • emoji_emotions (Select your main Organization): Enter the Organization to which the operating User mainly belongs
      • account_tree (Select from Organization Tree): Enter by selecting from the expanded Organization tree
      • close (Clear): Clear the entered value
    • Target *
      • check_circle Members of
      • check_circle Members in sub organizations of
    • Position
      • arrow_drop_down (N/A) / (With Position) / (No Position) / (Registered Position name)
Add users of specific role
  • Role *
    • mode_edit_outline (Search for a role/): Enter by selecting from the list display that is narrowed down the candidates by entering multiple characters
      • search(Search): Enter by selecting from list display of all candidates
      • close (Clear): Clear the entered value

Capture

Notes

  • Privilege is split into four levels as the following
    • App Administrator
      • Able to access the App Detail screen to edit, release and suspend the App
      • Users can also grant or delete App Authorizations to other Users for that particular App
    • Process Manager
      • Able to Terminate or Delete all Processes on the App, and forcibly allocate Tasks to a particular User
    • Data Viewer
      • Able to view Process information such as that held in Data Items, and may search for Tasks in the menu
    • Data Viewer (only Progress Information)
      • Only able to view the progress of a Process, i.e. the path of the token on the workflow diagram
      • The content of Data Items is not visible
  • To edit data in a running Process both Process Manager and Data Viewer authorization are required
  • App Authorizations are set on each App
  • If a User creates a Workflow App they automatically have App Administrator, Process Manager and Data Viewer rights for that App
  • It is often more efficient to set authorization for Organizations and Roles, and then add Users to the appropriate groups, rather than setting App authorization for each User individually
  • On the App List, you can select columns to display and change their order in[ view_column (Column)] menu
    • Column display settings cannot be saved
  • You can change the order in which Apps are displayed in the[sort((Sort)]menu
    • In addition to Priority / Category / App name, you can specify「star」[App ID] or [Update Time] and display in ascending or descending order

See also

2 thoughts on “System Settings – Workflow”

  1. Pingback: System Settings – Organizations List – Questetra Support

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