How do I restrict users to accessing only one step in a workflow?
I have a workflow such that user A fills out a form and submits (step 1). User B then receives a task to review the form and can sign (step 2). User B should not be able to navigate to step 1.
With my current workflow setup, user B can unfortunately navigate to step 1 although the user B role is supposed to be prevented from accessing step 1. Fortunately, the user cannot view anything from step 1 except a submit button. If user B clicks submit, then they go back to step 2. An issue in task modification occurs later when user C receives user B submission and wants to reroute. The issue is that user C can only route back to step 2 and user B can then modify the form that should have only been modifiable by user A.
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I am not sure I understand your problem completely. But you can turn off (or use a different format of) the Navigation Toolbar so that user B is not allowed to go back to step 1.
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Thanks. Turning off navigation prevents an user from creating the issue. It would be great to keep navigation visible but prevent users from accessing certain steps in the workflow.
The issue is as follows: The form is only editable in step 1 and that step is only permissioned to user A. However, user B can navigate to step 1 (when they receive the form at step 2). If user B does, user B will later be able to edit the form. This occurs when user C routes back to user B. If it helps, I can record a video to demonstrate the issue.
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Be good if you can share the video. Also download and attach your flow zip file.
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Please see attached.
NewUserFormWorkflow_flow(2).zip
frevvo.mp40 -
User B is able to edit the fields in step 1 because from frevvo's perspective, when this user went back to that step and came forward again, he is the last person who performed that step. So the flow becomes resetable to step 1 and for user B (not user A). Reset clears all the signatures that happened since the step where the flow is being reset to. In this scenarios flow is being reset to the first step, which means all the signatures entered are cleared and all the sections become editable for user B.
As all your steps are showing the same data, I don't think you need he navigation toolbar here. Best to disable it to avoid this problem.
The navigation toolbar is generally useful in case of multi-page forms, like this passport renewal application.
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