How to configure and implement security rules.
Form security is the process of applying Security Definitions to specific aspects of a Form. These are the default settings for a Form when created:
Cloning a form provides the options from the source form.
Options on this console:
Anonymous? - options [Yes, No (default)], determines if Customer data is collected on the submission. Yes means no data collected (submitted as anonymous). No means the system will attempt to collect data if the User was Authenticated.
Form Display - Determines if the user can see and have access to the form
Form Modification - Able to make changes to the Form in the Form builder
Submission Access - Able to see submissions
Submission Modification - Able to make changes to submissions
If no option is selected, the default for the Kapp is applied.
Kapp Display - display the portal for the Kapp
Kapp Modification - allow modification for the Kapp
Form Creation - Abiltiy to create new forms
Submission Support - Special group for the Submission Support group in kinops
The options in the drop-down list for Form and Submission are created on the Security Definition console.
The Security Definitions console is used to determine the specific rule applied when someone tries to us a specific option in Request, like view a Submission.
Each Security Definition has the following parts (all are required):
Name - descriptive name shown on the drop-down lists
Type - [Form, Kapp (default), Submission] - what part of Request should the definition apply to and what drop-down list should it show on
Message - what is shown to the user if they do not pass the rule
To create a new Security Definition, click the 'Add Definition' button on the top right of the console.
Here is an example of a completed definition:
identity('username') - use values from the User object