Datapolis Process System

Search:

Contents
:
IndexBookmarkPrint
Home > User Guide > Creating Workflows > Before You Start – Permission Considerations

Before You Start – Permission Considerations

 

In order to be able to use Datapolis Workflows, user must have certain permission levels set in SharePoint. Below you will find minimal permissions required for specific workflow management and usage tasks:

  • In order to create a List Workflow, user must have Manage Lists and View Application Pages permissions for the list on which the workflow is to be created.
  • In order to create a Site Workflow, Reusable Workflow or Globally Reusable Workflow, user must have Manage Permissions, Manage Web Site and View Application Pages permissions assigned for the Site on which the workflow is to be created. In case of Globally Reusable Workflows, the Site will always be the Root Site of the Site Collection.
  • To properly use lookups to SharePoint entities and Datapolis Process System functions, user should have Use Remote Interfaces permissions, as well as sufficient permissions to access the entity. To use lookups to lists and list items, user should have Manage Lists and Edit Items permissions.

Below you will find a few sets of permission levels that you can assign to users to get a specific behavior:

  • Manage Lists, Manage Permissions, View Application Pages, Edit Items – will allow user to create and run workflows and workflow actions (although the Workflow Actions icon on Ribbon will be inactive).
  • Manage Lists, View Application Pages, Edit Items – user will be able to create and run workflows and workflow actions (although the Workflow Actions icon on Ribbon will be inactive).
  • Manage Lists, View Application Pages, View Items – user will be able to create workflows and launch workflow actions (although the Workflow Actions icon on Ribbon will be inactive), but will not be able to run workflows.

In general terms, to run a List or Site Workflow, user needs to have Edit Items permission. To execute a workflow action, user needs to have View Items permission.

Note: Administrators can also limit creating and editing of workflows to specific users and sites. More you can find in Datapolis Workflows Edit Permissions section.