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 authentication is used for the Form
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.
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:
values('Assigned Individual') - use values from a Form Submission
identity('username') - use values from the User object