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Hello Community

I am trying to implement a number of roles in a K2 Form. For different roles, I need to enable/disable certain fields in the forms.  I came across the demo from K2 Support that implements control level permissions: 

https://help.k2.com/displaycontent.aspx?id=6507

 

However, the demo implementation is limited to only one class of user and I need to add many classes of users with specific features. Please advise how we can support multiple roles in the form. Any pointer to the documentation would be very helpful.

 

Thanks

Eddie

Hi,


The demo should be a good starting point. You just need to extend from the demo. If you have multiple roles, and each role have access to certain controls, then you need to manually implement conditions within your form initializing or form initialized rule. You need to check which role the user is in, then update the control properties accordingly. For example, if you have 3 roles, then you need to make use of If-else if-else condition rules to take into consideration each of the 3 roles.


 


Hi 

 

I think the other alternative would be to control form controls at a workflow level via form states rules, please see this documentations below, you can hide,disable,readonly certain controls on the form at workflow state level https://help.k2.com/onlinehelp/k2cloud/userguide/update_7/default.htm#legacydesigntools/workflow/thin-client-wizards/user_task_wizards/smartforms_task/smartforms_task.htm

 

https://help.k2.com/onlinehelp/k2smartforms/userguide/4.7/default.htm#thin_client_wizards/user_task_wizards/smartforms_task/smartforms_task.htm

 

Should you find the above alternatives useful kindly mark such as "Kudo,Accepted Solution and/or MeToo options".

 

Kind regards;

Widson.

 

 


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