From version < 28.1 >
edited by nlo
on 21.05.2019, 17:00
To version < 34.7
edited by sas
on 13.10.2020, 17:04
<
Change comment: There is no comment for this version

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Author
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1 -XWiki.nlo
1 +XWiki.sas
Content
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1 1  {{content/}}
2 2  
3 -{{figure image="form_access_dialog_en.png"}}
3 +{{figure image="form_access_dialog_en.png" clear="global"}}
4 4  {{id name="fig_form_access_dialog" /}}
5 5  The configuration dialog //Access// with various settings for permissions and the form's availability.
6 6  {{/figure}}
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8 8  The dialog for editing the access and availability configurations of a form (see [[figure>>||anchor="fig_form_access_dialog"]]) can be opened by clicking the //Access// button {{ficon name="user"/}} in the [[form menu>>doc:Formcycle.UserInterface.MyForms.WebHome||anchor="form_menu"]].
9 9  
10 10  == General settings ==
11 +
11 11  === Availability ===
12 12  
13 13  The //online// checkbox lets you switch the form on-/offline. When set to offline, the form cannot be viewed or submitted. Use this for example when you wish to perform maintenance operations.
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16 16  
17 17  * {{litem title="Frontend server"}}By default the form can be accessed on the [[master server>>doc:Terminology.WebHome||ancher="master_server"]]. The form may be made available on a [[frontend server>>doc:Formcycle.UserInterface.Client.FrontendServer.WebHome]] as well, if one has been configured for the client. If no frontend server is selected the form is only accessible on the master server.{{/litem}}
18 18  
19 -=== Login protection ===
20 -This fieldset allows you to restrict access to the form only to a selected group of users.
20 +{{id name="form_login"/}}
21 21  
22 -* {{litem title="Accessible by"}}Only [[users>>doc:Formcycle.UserInterface.UserSettings.User.WebHome]] that are members of the selected groups will have access to the form (open, fill out, submit, ...). If no user group is selected, no restriction applies and all users may view the form. If a restriction to certain user groups is set, a login screen is shown when trying to open the form ([[HTML templates>>doc:Formcycle.UserInterface.FilesAndTemplates.HTML.WebHome]]).{{/litem}}
22 +=== Form login ===
23 23  
24 -* {{litem title="Auto login (SSO)"}}When this options is activated, the form can be opened only with a valid domain login. Available only for licenses with the option [[NTLM>>doc:Formcycle.SystemSettings.UserInterface.SingleSignOn.WebHome]].{{/litem}}
24 +This configuration area allows you to provide different methods with which users can or must log in to the form. Information of the logged in user can be accessed within the form & the workflow processing using [[user variables>>doc:Formcycle.UserInterface.Variables.WebHome||anchor="sec_user_variables"]].
25 +If no settings are made in this area, the form is public and can be accessed by any user without login.
25 25  
26 -=== Password protection ===
27 -In order to limit access to the form one can also set a **form password**. This password must be entered everytime to view, fill out and submit the form.
27 +; Authenticators (external users)
28 +: Here you can enable configured external users, system, NTLM or Kerberos logins. The selected login methods are available when the form is called.
28 28  
29 -=== Editing protection ===
30 +; Accessible by
31 +: Only the users of the selected group have access to the form. This restriction applies only to users who have logged in to the form by system login, NTLM or Kerberos. If no user group is selected, there is no restriction for these login types.
30 30  
31 -Only users belonging to the selected user groups may edit this form in the {{designer/}}. An [[error message>>doc:Formcycle.UserInterface.FilesAndTemplates.HTML.WebHome]] is displayed when an unauthorized user attempts to open the form. If no user group is selected, all user may edit the form.
33 +; form password
34 +: To restrict access to the form, a **form password** can also be entered.
32 32  
36 +; Without login
37 +: If users are to be able to access the form without logging in, this checkbox must be activated. This option is only available if one of the login options above is activated.
38 +
39 +{{id name="admin_restriction"/}}
40 +
41 +=== Administrative protection ===
42 +
43 +{{info}}
44 +Client administrators can always edit the form, regardless of their user group.
45 +{{/info}}
46 +
47 +This section lets you configure which users are allowed access to the forms. It consists of two parts:
48 +
49 +; Only editable by
50 +: Here you can choose which user groups may access the {{designer/}} and the change the settings in the configuration pages available from the [[form menu>>Formcycle.UserInterface.MyForms||anchor="form_menu"]]. When no user groups are selected, all users of the [[client>>doc:Formcycle.UserInterface.Client.WebHome]] are allowed to make changes to the form's configuration.
51 +; Only visible for
52 +: Here you can choose which user groups can see the form on the form overview page. When a user is allowed to edit the form, they can see it even if not explicitly configured by this setting. When no user groups are selected, all users of the [[client>>doc:Formcycle.UserInterface.Client.WebHome]] can see the form.
53 +
33 33  === Data protection ===
34 34  
35 35  When the option **anonymize** is activated, the user name of the user who submitted the form is not logged in the system's [[protocol>>doc:Formcycle.UserInterface.Protocol.WebHome]].
36 36  
37 37  {{id name="duplicate_data_sets"/}}
59 +
38 38  === One-time submission ID ===
39 39  
40 40  Some forms may only be sent once per user or mail address. This forms allows you to configure an ID template that should contain [[variables>>doc:Formcycle.UserInterface.Variables.WebHome]], so that submitted forms with the same generated ID as already existing form records are rejected.
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45 45  
46 46  Assuming a form contains an input field //tfMail//, the following one-time submission ID can be used to limit form submissions to distinct mail addresses.
47 47  
48 -{{code}}
70 +{{code language="none"}}
49 49  [%tfMail%]
50 50  {{/code}}
51 51  
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63 63  
64 64  These settings can be configured separately for each state.
65 65  
66 -=== Unregistered review ===
88 +=== Advanced options: deletion & review ===
67 67  
90 +; Process-Link without login
91 +: {{version major="6" minor="6"}}Since version 6.6.0 this option is called //Process-Link without login// instead of //Unregistered review//{{/version}}.
68 68  When this option is enabled, form records with this state may be viewed by anonymous users, assuming they have got a link to the form with the process ID.
69 -
70 70  When this option is disabled, users need to sign in in order to gain access to form records.
71 71  
72 -=== Delete form records ===
73 -
74 -Whether a form record with this state can be deleted in the [[inbox>>doc:Inbox]].
95 +; Form record deletable
96 +: Whether a form record with this state can be deleted in the [[inbox>>doc:Inbox]].
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