After set the user role, how to restrict user from editing the con

[Victor Lung]

Dear All,
I have created 2 user roles and 2 Views for form:
1. Initiator
2. Approver

When the approver using the "Approver View", how can i restrict them from
editing the information that the Initiator entered before?

THx a lot

 

[Michelle]

You could try this (am not sure if it will work)
(a) hide the views from the view pane - this will prevent them from
being able to change views.
(b) in the approver view make the controls with the data that should
not be changed readonly so they cannot be edited.
(c) finally protect your form so the users cannot go into design mode.

Hope it works.

 

[Scott Daub]

I have encountered a similar problem. Here is how I solved it:

The initiator of the fom signs the form (by clicking a button saying I
approve). I set a value on the form which indicates that the form has been
signed. Any fields on the form that I don't want to be edited after the
initiator has signed the form have a conditional formatting rule that says
the control is read-only if the form has been signed.

Keep in mind that anybody could still open this xml document in notepad and
edit the values in the xml then save the file again. If this is a
possibility then consider using the digital signature feature of IP. You can
specify that sections, or fields on the form are locked(read-only) after the
digital signature has been added. This adds the security that the form will
be invalidated if it is hacked outside of IP.

 

[Victor Lung]

Scott, how did you implement the digital signature (DS) into the specifc
section or field in the form? after using digital signature, can i still
implement the "user roles" into the form for approval?

and what type of digital signature have you used? i am confused by the DS, i
want to use it, but don't know how to create it for by myself (just for
internal use).

Thx a lot for your help.

Victor