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InfoPath, Sections and Permissions

  • July 3, 2021
  • 1 reply
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C

i have a form with 3 sections and a dropdown menu

 

1st section - initiator. 

- must have no access to edit 2nd and 3rd section.

- can only edit and add details on 1st section.

-when the user selected 'send' on dropdown menu, assignee will receive an email saying that he/she will have access to edit the 2nd section.

 

2nd section - receiver 

- must have no access to edit 1st and 3rd section.

- can only edit and add details on 2nd section.

-when the user selected 'send' on dropdown menu, another assignee will receive an email saying that he/she will have access to edit the 3rd section.

 

 

3rd section - last person 

- must have no access to edit 2nd and 1st section.

- can only edit and add details on 3rd section.

 

 

 

 

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    1 reply

    VasanNaick
    Nintex Employee
    • VasanNaickNintex Employee
    • Nintex Employee
    • 12 replies
    • July 5, 2021

    Hello @Coco_servino1 

     

    In my opinion, to achieve this where only one specific individual at a time can edit details on a form, I would configure this in the rules. So for example, you have 3 Tasks:

    • Initiator
    • Receiver
    • Last Person

    so I would got to the workflow and edit the rule that allows only a certain view to be editable in a specific task mode such as Receiver Task, while the other two views would be read only.

     

    I hope this helps you

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