Process HQ Group Membership Rules

RE: Process HQ Group Membership Rules

Geethasri — Mon, 02 Dec 2024 16:32:07 GMT

sure Mike, Thanks for the suggestion!

RE: Process HQ Group Membership Rules

Mike Schmitt — Mon, 02 Dec 2024 16:28:04 GMT

[quote userid="214719" url="~/discussions/f/general/38056/process-hq-group-membership-rules/143210"]this change will reflect in all the applications of my env right?[/quote]

This change has nothing directly to do with any other applications in your environment. It only affects who (as in users) will see the "process HQ" option in their menu - regardless of what application/site/etc they happen to be looking at. As I mentioned before, this doesn't seem to apply to users who are "administrator" type, so test it with a test user set as a "basic user".

RE: Process HQ Group Membership Rules

Geethasri — Thu, 28 Nov 2024 12:47:56 GMT

Hi Mike,

I do have 'add all users' in the membership rules. but then i changed it to the following rule

My question / doubt here is, this change will reflect in all the applications of my env right?

RE: Process HQ Group Membership Rules

Mike Schmitt — Wed, 27 Nov 2024 14:24:59 GMT

[quote userid="214719" url="~/discussions/f/general/38056/process-hq-group-membership-rules/143167"]process HQ group is common to all applications present in an env, so my changes in membership rule will affect every other application user.[/quote]

I believe you might have this backwards.

The Process HQ Group automatically contains a membership rule that adds "all users" as members. That means all users (regardless of what group they're in) will see it initially as a menu option. If you go and remove the "add all users" rule, then nobody (other than possibly admin accounts) should see it anymore. This wouldn't affect other "applications" at all.

RE: Process HQ Group Membership Rules

Mike Schmitt — Wed, 27 Nov 2024 14:22:18 GMT

[quote userid="214719" url="~/discussions/f/general/38056/process-hq-group-membership-rules"]But I see that this Process HQ group is used by all the applications in an env[/quote]

Can you tell me where you're seeing that?

Have you tried editing the Process HQ Group and removing the "all users" rule? I expect this would cause it to then be shown only to the users in groups you specify (though maybe it's also shown to admin accounts regardless of what you do, i haven't tested this yet).

RE: Process HQ Group Membership Rules

Geethasri — Wed, 27 Nov 2024 13:56:50 GMT

yes, but this will affect all other application members right?

I think process HQ group is common to all applications present in an env, so my changes in membership rule will affect every other application user. correct me if i am wrong

Thankyou,

RE: Process HQ Group Membership Rules

David Jimenez — Wed, 27 Nov 2024 11:21:03 GMT

Why don't you create a new group type and add the users to a a new group of that type, allowing that group type to access process hq via membership rule?

RE: Process HQ Group Membership Rules

Geethasri — Wed, 27 Nov 2024 11:09:06 GMT

Hi David,

Thanks for the link, but my scenario is not answered there :)

RE: Process HQ Group Membership Rules

David Jimenez — Wed, 27 Nov 2024 10:53:27 GMT

Check this link where tihs topic is covered.

community.appian.com/.../143084