Task Reports and associated Task security

mikej117 over 8 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 mikej117 over 8 years ago

Hi Ravitejav, the task report doesn't actually retrieve the task link and we don't display any task links on the record. My concern is more around securing Tasks so that they can only be viewed by assignees.
Sounds like wrapping the task report in a process model is the way to proceed with this functionality while keeping it secure. I'll need to check performance to see if running a process as part of loading a Record dashboard will be ok...
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0 mikej117 over 8 years ago

Hi Ravitejav, the task report doesn't actually retrieve the task link and we don't display any task links on the record. My concern is more around securing Tasks so that they can only be viewed by assignees.
Sounds like wrapping the task report in a process model is the way to proceed with this functionality while keeping it secure. I'll need to check performance to see if running a process as part of loading a Record dashboard will be ok...
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