I have a question about the visibility of Task forms. We have a custom emai

mikej117 over 8 years ago

I have a question about the visibility of Task forms.
We have a custom email sent to task assignees where we include a hyperlink directly to the task they have been assigned to (e.g. site.appiancloud.com/.../12345). One of these email recipients has forwarded the email to someone else, and that other person has been able to click the link and view the task (which is displayed as read-only).
The data is supposed to be secured so that only the initiator and reviewer assignee(s) can view the data displayed on the form.

We could remove the task link from the email, but it would still be possible for the assignee to copy the URL for the task and provide that to someone else. Is there a way to secure tasks so that only the assignee(s) can view them?

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0 mikej117 over 8 years ago

Thanks for all the feedback.

@Annelise, I updated the process instance security and found that if I updated the Viewer role, the task could be secured. Thank you for pointing this out.
Just to clarify: users with rights to "view task reports" can view the task form (as read only)?

@Cesar, my issue is that basic users can see the task form. These users are not included in the Editor, Manager or Administrator role process security settings.
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0 mikej117 over 8 years ago

Thanks for all the feedback.

@Annelise, I updated the process instance security and found that if I updated the Viewer role, the task could be secured. Thank you for pointing this out.
Just to clarify: users with rights to "view task reports" can view the task form (as read only)?

@Cesar, my issue is that basic users can see the task form. These users are not included in the Editor, Manager or Administrator role process security settings.
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