Managing access to forms attached to a process

This article outlines the most straightforward method to grant a profile access to a form attached to a process.

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This method uses APIs. For more information about the use of APIs, see A beginner's guide to using beqom APIs.

To grant a profile access to a form attached to a process in the beqom Web Application, proceed as follows:

1. If not already done, create and publish a form in the "Forms" component of the beqom application. For the full procedure see the section Creating a Form of the online help.

2. Open the developer tool of you Web browser.

3. Open the form in the "Forms" component of the application and retrieve the UID of the object from the "Network" panel, as illustrated in the following figure:

4. Open the environment database, and run the following query:

SELECT name_profile, uid_profile from k_profiles

5. Copy, from query result, the UID of the profile to which you want to grant access to the form.
6. Execute the following API method:

{
"name": "PermissionName",
"description": "PermissionDescription",
"user": null,
"profile": "ProfileUID",
"role": "RoleUID",
"beginDate": null,
"endDate": null,
}

The profile now has access to the form with the defined role.

Available Roles on Forms

The following roles are available for forms:

• CF42837A-B509-4542-8FEC-08AE7DBA42C3: this corresponds to the "view" permission. Any profile with this role will be able to view the form in the process.

• BC203FBB-02BA-4BA0-BA85-C47F82667BD7: this corresponds to the "manage" permission. Any profile with this role will be able to save the form in the process.

• B7E5C3AF-8B11-4CCF-8952-E556FE596A3B : this corresponds to the "design" permission. Any profile with this role will be able to edit the form in the "Forms" component.