Workflow configuration steps - Grants

The grant management section is actually made of different configuration tabs: Grant Management, Form Designer, Ticket Activities Options and Ticket Message Templates.

Grant Management

This tab allows to define the privileges (read, modify) on the workflow fields. Privileges are defined per workflow status and roles.

The Grant Management is articulated in the following sections: Roles and Statuses Filter, Roles and Statuses Association, Grant Management. Additionally, the Comments field allows to add descriptions, information and comments concerning the privileges configuration.

Roles and Statuses Filter

This section settings influence the Roles and Statuses Association section contents. Actually, it is possible to select the roles (use Roles Selection) and the workflow statuses (use Statuses Selection; available workflow statuses are those configured in Associated Op. Status configuration tab; see workflow configuration steps - statuses for more information) to be present in the Roles and Statuses Association section.

Roles and Statuses Association

This section works as a filter for the Grants Management. It allows to define which combinations (associations) of workflow statuses and roles are permitted and therefore will be configurable in Grants Management.

This is made by means of a matrix where workflow statuses selected in Roles and Statuses Filter are placed in rows and roles, selected in Roles and Statuses Filter too, in columns. The user may configure the allowed combinations by checking them: this can be done by checking all cells (check box top left), all column cells, all row cells or specific cells.

Roles and Statuses Association section

It is possible to save the selection with the Apply command.

Grant Management

The Grants Management section actually allows to define the privileges of the users for the workflow fields.

Grants Management section

It is possible to define the layout in a matrix by choosing what to see in columns (X-Dimension) and rows (Y-Dimentions) and acting on the remaining Z-Dimension. In the picture above, workflow statuses were selected for rows, roles for columns and the configuration made in the cells are applied to the workflow field set in Z-Value, "Cr User Description".

Only values compatible according to configurations made in Roles and Statuses Filter and Roles and Statuses Association section are reported. So, for example, if a workflow status is not filtered, it won't be present. If a combination is not applicable, based on what defined in Roles and Statuses Association section, the corresponding cell is colored in grey and "N/A" is shown.