Form Admin Tool Security

Form Admin Tool Security allows users to control access to the Form Admin Tool as well as to each of the features within the Admin Tool. Access is permission list based and can be controlled at the Form Type and Form Condition levels.

Navigation: Manage GT eForms 3.x > GT Functional Setup > GT System Setup > Form Admin Tool Security

If no Admin Tool security is configured, then only delivered G3Admin component and page security is applied to the Admin Tool page. Once Admin Tool security is configured for a single permission list, the G3ADMIN component security is overridden, and all needed security will need to be configured.

If the "ALL" Form Type is chosen in a given Admin Tool security definition, then users with that permission list will have Admin Tool access to all Form Types. However, if a security definition contains both "ALL" and other form types, access will default to the more restrictive, specific form type settings.

note

Users must also have access to the G3ADMIN component and the subsequent pages.

Search Page

Search by Permission List or Permission List Description in the Find an Existing Value tab. Alternately, use the Add a New Value tab to create a new customization.

Find an Existing Value tab

Add a New Value tab

	FIELD	VALUE/USE
1	Find an Existing Value	Returns name of the permission lists that have already been customized
2	Add a New Value	Use this tab to customize a permission list that has not previously been customized
3	Permission List	Prompt field to enter or search for an existing permission list
4	Permission List Description	Search by the description of the permission list
5	Case Sensitive (checkbox)	Check to search by exact case match
6	Search (button)	Runs the search with the parameters indicated
7	Clear (button)	Clears the search parameters fields

Form Admin Tool Security

Form Type and Allow Access Checkbox Section

	FIELD	VALUE/USE
1	Form Type (dropdown)	Shows all form types across the environment. Select “All” to apply the customization across all form types.
2	Form Condition (dropdown)	Shows the form conditions for the selected form type. A form type must be selected before the form condition dropdown will populate. Select “All” to apply the customization across all form conditions for the selected form type.
3	Allow Access (checkbox)	If checked, allows access to the Admin Tool for the selected form type. NOTE: User must also have access to the G3ADMIN component and the subsequent pages.
4	Plus sign (button)	Add another form type for customization.
5	Minus sign (button)	The minus sign will remove a form type from a permission list. If the last form type is deleted and saved (all rows removed for the given permission list), then the permission list will no longer be customized for the Form Admin Tool.

Pages Section

Controls which tabs are visible at the top of the Form Admin Tool page.

	FIELD	VALUE/USE
1	Form Log	Shows the Form Log tab, which contains the transaction and signature log.
2	Worklist Items	Shows the Worklist Items tab, which displays all users with currently assigned Worklist Items.
3	Form Data	Shows the Form Data tab, which displays the form’s data in XML (3.50 Standard) or JSON (3.50 Helium) format.
4	Action Items	Shows the Action Items tab, which displays the date-time stamps of acknowledged action items.
5	Form List	Shows the Form List tab, which displays Form List Fields and Form Key Data.
6	Notification Log	Shows the Notification Log, which displays history of notifications sent on the form.

note

If action items or worklist items are unchecked, the corresponding boxes in the eForms link section will be checked or unchecked. These boxes should match – the system prevents them from not matching.

Workflow Section

The show workflow button must be checked for the subsequent 3 options to appear within this section. You cannot have the Approve Pending, Add AdHoc Approver, or Add Approvers buttons appear without showing the visualizer.

	FIELD	VALUE/USE
1	Show Workflow	Displays the AWE workflow visualizer
2	Approve Pending	Shows the Approve Pending button
3	Add AdHoc Approver	Controls the start a new path link, plus buttons between pending/not routed steps, and Save AdHoc approver button.
4	Add Approvers	Displays the Set Roster box with the option to click the icon to select a participation roster and the Add as Approvers button.

Show Workflow button checked

Show Workflow and Approve Pending checked

Show Workflow and Add AdHoc Approver checked

Show Workflow and Add Approver checked

eForms Links Section

This section includes links to form tasks or other tabs within the Admin Tool.

	FIELD	VALUE/USE
1	View	If checked, a link to the form’s view task will display. The View Task link will open the form in a new window.
2	Update	If checked, a link to the form’s update task will display. The Update Task link will open the form in a new window.
3	Worklist Items	Redirects the user to the Worklist Items tab.
4	Action Items	Redirects the user to the Action Items tab.

note

If action items or worklist items are unchecked, the corresponding boxes in the eForms link section will be unchecked. These boxes should match – the system will prevent these from not matching.

eForm Actions Section

This section describes form actions that can be taken within the Admin Tool.

	FIELD	VALUE/USE
1	Resubmit	If checked, will show the Resubmit link, which allows the form to be resubmitted.
2	Recycle	If checked, will show the Recycle link, which allows the form to be recycled.
3	Deny	If checked, will show the Deny link, which allows the form to be denied.
4	Withdraw	If checked, will show the Withdraw link, which allows the form to be withdrawn.
5	Authorize	If checked, will show the Authorize link, which allows the form to be authorized.
6	Authorize Without IB	If checked, will show the Authorize Without IB link, which allows the form to be authorized in the user’s session instead of through the IB.
7	Execute	If checked, will show the Execute link, which allows the form to be executed.

Integration Broker/Message Status Section

This section is related to the IB Message Status sections.

	FIELD	VALUE/USE
1	IB Message Status	If checked, will show the IB log and the status of the form.

Comments Section

This section will only disable the “Your Comments” section. There is no control on the Comment History box.

	FIELD	VALUE/USE
1	Add Comments	If checked, will allow the user to add comments in the Your Comments section.

Form Data Section

This section is related to the Form Data tab.

	FIELD	VALUE/USE
1	Update Form Data	If checked, will allow the user to click the “Save XML to eForm” button and make changes to the form’s data.

Form Data tab showing the view of a user who has Update Form Data enabled

note

The features within this customization have the same behavior as the standard Admin Tool within the GT eForms Framework meaning some of the options will not show in the Admin Tool if the action is not warranted on the form.