A Stage is a step in the life of a form. By default, each form has a Start and End stage. The Start stage is activated when a user begins a form. The End stage is the end of the workflow. You can define different permissions for each role on different stages. There are four actions users can take in the Access
By default, an initiator can create a form when the application is deployed.Read
By default, only record owners and administrators can read the form when it is submitted.Update
By default, no one can change the form after it is submitted. However, you can authorize users to update the form in the View Responses section.Delete
By default, only administrators can delete a form from the database.
For example, you can add a custom stage for manager approval by adding a stage, and giving a manager permission to modify the form. The following steps describe how to set the permission for a stage. Prior to using the following instructions, you must create a Stage between the Start and End stages.
Parent topic: Application and access security overview
- Click the Access tab. Under Stage Settings, select the new stage you created.
- Check the permissions for the stage for each role.
Note that permissions must be set for each stage of a form. The permissions set on one stage do not carry forward to another stage.