Afternoon all

 

We've recently started looking into converting our many paper based
forms into InfoPath forms, hosted on MOSS.

 

Fortunately, a lot of InfoPath Forms Services limitations can be
overcome one way or another, and we'll be using Nintex workflow as the
workflow engine.

 

One issue we foresee is security of forms. As forms need to be saved in
a forms library, I'm assuming the person filling in the form needs
contribute access to the library, and the approver would need contribute
access to the workflow tasks list.

 

The concern I have is who can read the forms once they're saved.

 

Take an 'application for leave' for example. It's highly likely that
whoever submits an application wouldn't want anyone else in the company
to be able to read their leave request, so it should only be readable to
them and their manager (and a group of people like HR)

 

Audience targeting wouldn't really work, as it's not secure. Views could
work, if there was a way to secure a view so that you can prevent people
from choosing another one. I'm not sure if item level security
permissions would work, and if you could set that up automatically in
the workflow.

 

I recall reading somewhere in the not too distant past about someone
experiencing similar issues, but cannot for the life of me remember
where it was. I thought it was on this list, but can't seem to find
anything (I blame a HDD crash for that)

 

Does anyone have any tips / suggestions on how to proceed? (We're
expecting at least 30 forms to only be accessible by the submitter,
approver and Group-X)

 

 

Kind regards

Nigel Hertz


Software Developer | Information Technology
Stockland
Level 25 | 133 Castlereagh Street | Sydney NSW 2000
T: 02 9035 2617 | F: 02 8988 2617

 


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