Task Category - User Interface

This category comprises tasks that require a certain amount of user intervention.

Access levels for Resources

The user interface (UI) palettes can be configured for user groups or individual users to have the following access levels
  • V - View: Users with View permission can view the task and will not be allowed to submit it.
    Note: “View” is not applicable for the form task.
  • R - Review: Users with Review permission can view a particular user interface task and submit it, but they cannot make any changes to the request generated.
  • RW - Read Write: Users with Read Write permission can modify the particular user interface task and submit it.

To configure the resource access,

  1. Design a workflow.
  2. From the General section, drag and drop the Form task.
  3. Add the required form fields as shown here.
  4. From the User Interface section, drag and drop the Grid task.
  5. In the Grid task window, under Properties, in the Configuration section, configure the Columns for the grid.
  6. In the Grid task window, under Resource, define the permissions V, R, RW.
  7. Connect the workflow tasks and from the menu on the top, click Preview.

Use case: When a resource is assigned a view permission , they will not be allowed to submit or cancel the request.

In the below grid task , vwresource1 is given only view permission.
When executing the request with above grid task , users will not be able to submit that grid task, but only view the request.