How can I have “read Only” security for a process? The requirement is a group of

How can I have “read Only” security for a process? The requirement is a group of users should view the record type and record dashboard( which is process backed record) but should not be able to initiate the process (Have to hide the action). Any thoughts appreciated...

OriginalPostID-128807

OriginalPostID-128807

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  • It seems that privileges would be required for the process model to view the record type. In that case, you could try this workaround -

    1. Create a new process model (model A) with a subprocess node, which would point to the existing process model (model B) whose action is displayed. Save and publish both models.
    2. For the action in the application, change the process model to model A
    3. For model B, the user group will need to have viewer or higher privileges to view the record type. For model A, the user group must not be listed in security settings.

    Following the changes above, note that the action is no longer visible, but the record type and records are still shown.

    Hope this helps.
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  • It seems that privileges would be required for the process model to view the record type. In that case, you could try this workaround -

    1. Create a new process model (model A) with a subprocess node, which would point to the existing process model (model B) whose action is displayed. Save and publish both models.
    2. For the action in the application, change the process model to model A
    3. For model B, the user group will need to have viewer or higher privileges to view the record type. For model A, the user group must not be listed in security settings.

    Following the changes above, note that the action is no longer visible, but the record type and records are still shown.

    Hope this helps.
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