This section describes how to grant Users access to workflows
Before you begin, note the following:
- Make sure the User is granted the WORKFMENU permission as this will allows then to view the Workflow main menu option
- Workflows access must be granted to Users or Groups if the Public Flag box is not checked on the Workflow definition form
- The Workflow definition main form does not have to be in edit mode to add User and / or Group permissions
Access for Users or Groups
To grant User or Group permission to a workflow, complete the following steps:
- Go to Workflow > Workflow Definitions and open the Workflow record. The core Q360 workflows are identified with the prefix 360Q in the Workflow No. column / field
- Click the Permissions tab
- Click the Add User or Group drop-down box, select a User or Group you want to add, then click the Add icon. The option you added will now display in the Users grid
- Check the Grant All Drill-in Permissions box if you want the User or Group to be able to click on the workflow buckets to view the corresponding data grids
- Click the Save icon in the Users grid
Upon refreshing the web client, the User or Group can now see the workflow definition name appear under the Workflow menu or under the applicable section if the optional Category tags have been defined for the workflow record such as Workflow > Accounting
Access based on permissions and permission types
For custom workflows, you can grant access based on permission and permission type. For example, you can grant access for all Users or Groups with the APMAIN (Edit) permission
To grant Users or Groups this kind of access, complete the following steps:
- Go to Workflow > Workflow Definitions to open the workflow record
- Go to Permissions tab
- In the Permissions grid, check the permission and permission type box(es) applicable
- A User having at least one of the those selected permissions will inherit access to this workflow
- Click the Save icon in the Users grid