Form Security

Updated on 17 May 2024
2 Minutes to read

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Form Security is a feature introduced to control/regulate the usage of forms by different users. The accesses are provided while defining the Role Template.

The security sanction is granted to filter and secure the forms from being manipulated by all parties concerned. There is a feature to define edit/view access to the fields.

Let's explore the following Use Case

Use Case	Solution
NovaTech uses ITSM system to manage and resolve incidents. Its employees are facing software errors and hardware malfunctions and need to report this issue.	To resolve this, Sam will create forms with role-based access control so that only authorized personnel are allowed to access the Incident reporting form. Proper authentication and authorization will ensure data integrity. By incorporating these security measures, the organization can ensure the confidentiality, integrity and availability of incident data with the ITSM system.

The following are the Form Designer Elements that have security features.

Text Box	Text Area	Choice	Mutli Choice	Auto Complete
Date Time	Tree	Relationship	Switch	Number
File Upload

Configure Form Security

1. Navigate to Application Studio > Module > Form Designer Level > Add New Forms.

2. Choose the Design form tab.

3. Select Controls > Form Controls on the left tab.

4. Drag and drop the desired Controls under Form Designer.

5. Click on Settings > Security tab. The following window is displayed.

Figure: Form Security

6. Enable Restrict field access. The following window is displayed.

7. The following fields need to be defined. For more information, refer to the table below.

Field	Description
Restrict Field Access	This ensures that designated roles have exclusive editing or viewing access to the content within each control.
Select Security Type	Choose the options given in the drop-down menu. Copy from Component - Choose the option to copy from an existing security type. Create New - Choose the option to create a new security type.
Criteria	Specify the criteria according to which the security parameters need to be implemented. For example, Role, Role Template, Static Group etc.
Persona	Choose the persona that needs to be given access. For example, Approver, End User, Analyst etc.
View	Enable the view toggle button according to the permissions set for the user.
Edit	Enable the edit toggle button according to the permissions set for the user. Edit Actions
Actions	The action button can be used to add more rows and enable more permissions for different roles/persona.
Encrypted	This ensures that sensitive information remains secure and confidential by making it unreadable without the appropriate decryption key.

8. Based on the user type selected, select the appropriate profile. Other than the profiles defined, no one will be able to edit or view the field.

Note

Permissions set on the fields are based on roles set in the Role Template.

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