I am getting System account access denied when creating an item in my list. Any idea why?
Okay...so that brings up another good thing. I assumed you were using NIntex workflow.
Yes if you are using forms, then this isn't really a Nintex issue but more of a SharePoint setup. My last reply still works as you can use the copy item in SharePoint Designer Workflow as well to achieve this. Though it would be easier if you had Nintex Workflow this is doable in SPD also.
It seems like my account is the system account. I have set item permission on my workflow and I am afraid that is causing the issue. The set item permission is set to contribute on the list item for a set of users including my account.
Yikes...I personally don't care to much for setting item level permissions as it doesn't always do the right thing. Are you having an issue with Nintex workflows or forms?
I think I found out the issue, The problem was with another list, it didn’t have the right permission. If I don’t use set item permission then everyone sees the item but we need to display item to initiator , the manager and ,… we don’t want everyone who has access to the list sees the item. How do I do that without having set item permission?
Look in your list settings.
Go to Advanced Settings for your list and modify item-level permissions for the list. You can set the options for read access to where users can only read what they have created. As for create and edit, then allow them to create and edit items they created.
That should take care of what you need. You could also turn on content approval. This means that if the item is not approved for viewing then only the author and the people setup for approval can view it.
I am afraid that won’t work because we don’t have hierarchy in our HR system yet and we let the initiator to pick the manager from a list item on the form. Then it goes to a series of approval.
We want only the initiator, manager of initiator and those responsible for approval have ready permission after item has been created and been approved.
Also depends on different scenario diferent people are involved in Approval process.
I don’t think it is possible to set that up in the list setting. What do you think?
Yes, requirements tend to make things harder than they should.
When you say initiator, are you speaking of the person that created the item or started the workflow? Those two can be the same person if you set your workflow to start upon item creation.
To your need to have only the manager of the initiator, the initiator and other able to read it, I would say start with the correct big buckets so that you don't manage many permissions at the item level. If you can avoid it I would. A way around that would be to have a SharePoint groups and assign permissions per the group if possible. Your solution isn't difficult but would require looking at all the requirements to best design the solution.
1- By initiator I mean the person who creates and item and starts the workflow, the workflow starts when an item is created.
2- I have already created the groups and assigned permission for those group. Here is the trickey part: all principals must have access to the list but only the initiator of the item must be able to contribute to the item. After the item is gone through approval and been approved then initiator will have read only access.
So I have all principals having access to the list , then when item is created I set inherent from parent to NO and I remove the existing permission. But seems like it doesn’t work ☹
Sorry to bother you again…the permission seems like working
It seems like you are heading in the right direction.
If I were in your position, I would create two list/libraries Review and Approved and turn on content approval for the Review list/library. When a user uploads a document or creates an item, only they can see it. It will by default be set to draft and be invisible to everyone else but approvers.
Then you can add your principals in the approvers group which will give them the ability to see drafts. I would then setup views so they only see the drafts they need to approve.
Upon approval, I would then set the item to read only, or even better just moved it to a library that had read only access at the library. That way I would avoid item level permissions.
That would be how I would do that.
I am using Nintex Form and the data resides in a Sharepoint list, Library is used for documents , right?
Ok let me clarify, I am using Nintex Form and Nintex Workflow and the item is stored in the sharepoint list ☺
No problem, you should be able to do this. If you want some help setting it up, let me know.
Yes I think I need your help. I have set it up but I want to make sure it is accurately been set up. Can we do a Lync conference call or GOTOMEeting so that I can share my screen with you?
I can do a goto meeting but it would have to be after 6pm CST.
Hi, you mean any day after 6pm? Let me see which day works for me.
How urgent of a solution do you need. I am working on a contest of sorts and your project would be a good candidate for it. Also what time zone are you in?
I'm away next week so tell me when is a good time for you . I'm at n EST time zone
Sent from my iPhone
Retrieving data ...