Task Reports and associated Task security

mikej117 over 7 years ago

We have been looking at how to retrieve live data regarding which user is the task assignee / owner within a particular parent process instance. Task Reports will give us this data, but for end users to see this information (e.g. on a Record dashboard), it seems to require that the Process security is set to allow the end user group to have Viewer access.
The downside is that anyone in that group will now be able to load those tasks (in read only mode), which may expose sensitive information.

Is there another way that we can secure the Tasks to only be viewable by the assignees, while having the ability to do a Task Report for use on the Record dashboard?

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0 Raviteja Varma Jampana
A Score Level 2
over 7 years ago

Hi Mike,
Correct me if i am wrong, You are trying to show all tasks of a process instance and their assignees to all users but only task assignees can have option to open their tasks. For this run query analytics on task report with process context but while providing link to task add a condition that task link will be only available to assignees.

If you are after showing all tasks of a process instance without links then run the query anaytics in a script task and congiure script task with assignment as "Run as whoever designed this process model"
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0 Raviteja Varma Jampana
A Score Level 2
over 7 years ago

Hi Mike,
Correct me if i am wrong, You are trying to show all tasks of a process instance and their assignees to all users but only task assignees can have option to open their tasks. For this run query analytics on task report with process context but while providing link to task add a condition that task link will be only available to assignees.

If you are after showing all tasks of a process instance without links then run the query anaytics in a script task and congiure script task with assignment as "Run as whoever designed this process model"
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