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rthomson
Nintex Newbie

Restrict Task Access To Assignee

My workflow tasks contain links to sensitive documents, so there is a requirement to restrict access to this information - i.e. remove the possibility that someone could navigate to the task list, open a task and then open any of the linked documents. I don't know who the tasks are going to be assigned to up front (assignees are chosen in the submission form and task forms) so I can't restrict task list access to a specific group.

 

  • My first thought was to run a workflow on new items in the task list to set item level permissions, but it turns out I can't initiate a workflow on the task list when a new item is created by another (i.e. my primary) workflow.
  • My second thought was to hide fields in the task based on the current user (e.g. hide field if Var Approver does not contain Current User), but I've run a bunch of tests without success and I'm guessing the Contains formula only works with a text value (vs the Current User reference).

 

Is there another way I can restrict access to the task form (or parts of the text form) based on to whom the task is assigned?

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Automation Master
Automation Master

Re: Restrict Task Access To Assignee

what about to manage permissions on the documents itself?

user still could find&see them out of nintex/sharepoint....

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rthomson
Nintex Newbie

Re: Restrict Task Access To Assignee

The documents are attachment on the list item.
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Automation Master
Automation Master

Re: Restrict Task Access To Assignee

then you just need to manage item's permissions properly

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