In previous releases of the Active Wizard, if you wanted to change the security settings on the form, you needed to customize the application, either by changing the lifecycle settings, or changing the ACLs. The problem with this is that those changes are system wide. There’s no way to have different security settings per form type. Take the following scenario: what if we wanted to have one form locked down during the approval route (say, a Change Request), and another form allow edits during the approval route. Before, this would entail security updates, as well as code updates to apply the proper lifecycle and ACLs. However, in the upcoming 3.9 release – it’s all configurable!
A new ‘manage security’ link in the admin tab allows administrators to change security settings for a specific form. In this example, we have set an ACL in the pending approval state to allow edits:
In this example, we could leave the security in all states to ‘Lifecycle Default’, and no edits will be allowed in the Pending Approval State. However, since we do want to allow edits for this form, we can change the ACL in the Pending Approval state. You can, of course, use any ACL created in Documentum to come up with security schemes customized to your needs.
One more thing to note – we also allow security settings to be changed on the Approved state. By default, Approved forms cannot be modified or deleted. However, you can easily change the security to allow edits for approved forms.
Check out the following demos to see the new form security features in action:
- Form Security Admin
- Editing a form during workflow route
Active Wizard 3.9 is slated to be released this month (August 2009) – stay tuned for the release announcements and updated downloads!