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Unable to limit access to the new approval step and copy the approval template functions in the attachment panel.

  • 14 February 2024
  • 3 replies
  • 73 views
iranjali s
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Badge +1

Hi,

I have received a case from a customer. They have applied the IFS Cloud 22R2 LTU permission set (EMP_AND_MGR_SELF_SERVICE_LTU_22R2.xml), and they are using the Approval Process functionality in Document Management.

They have enabled Approval Routing for Logical Unit “PersonnelRequisition” in the Object Connections screen so that they can see the Approval Process option in

Human Capital Management/HCM Services/ Recruitment/Recruitment Requisition Details – Admin screen/Attachment Panel

 

Image 01

They want only HCM personnel to be able to add "New Approval Step" or use "Copy Approval Template". Normal users shouldn’t be able to use these buttons.

However, they are not able to remove these buttons using Configuration Context (As the approval steps are coming in Attachment Panel) and since normal users are having access, there is a risk of users modifying the approval steps.

Is there any method to enable access only for a limited user group for these two buttons "New Approval Step" & "Copy Approval Template"?

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Best answer by Mathias Dahl 14 February 2024, 20:48

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3 replies

Mathias Dahl
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Userlevel 7
Badge +30

You might not be able to remove the button, but by not granting the action CreateApprovalRoutingStep the user will not be able to create a step. By not granting CopyAppProfileAndCheckStepsValues they should not be able to copy an approval template.

Another solution is to add a custom event that stops the creation of approval steps for certain users.

 

/Mathias
iranjali s
Rank
Badge +1

Dear @Mathias Dahl ,

Thank you so much for your reply.

Based on your suggestion we intend to revoke access to the following two projection actions.

02

The customer specifically wants to revoke access to these actions only in the Recruitment Requisition Details – Admin window.

 

If we proceed with revoking these two actions, will it affect all windows?

 

Mathias Dahl
Rank
Userlevel 7
Badge +30

Yes. 

Seems they need to take the custom event approach, which is not bad at all.

/Mathias

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