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changes.mady.by.user René Ponce Carrillo

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changes.mady.by.user Eric Schullek

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titleCustomizing the dialog accordions

Customizing the dialog accordions

Panel

  1. You can view the configured panel with details such as panel type, Display Name, Description, Order, Hidden status, and Action.

  2. You can add a new panel by clicking Add New,the following screen opens:

Field

Description

Panel

Specify the panel name

Display Name

Specify the display name

Description

Specify the description

Is Hidden

Select the hidden value

  1. Click Save to add a new panel or click Cancel to close the dialog box.

  2. Under Action, click Edit to edit or update the panel details, and the following screen opens:

  1. Click Update to edit the detail or click Cancel to close the dialog box.

Access

Allows you to add users/groups that can access the workspace dialog box created here. Users who are not explicitly granted access to any dialog can still use the default dialog if they have permission to create workspaces. It is possible for the same Request Workflow to require approval for some requesters and not others. The following accordion opens:

  • You can view the created user name by default.

  1. Click Add New to add a new user/group.

Field

Description

Type

Select the type to add either User or Group.

Select a User/Group

Select the user/ group from the drop-down. To select a user, either click the drop-down menu and select from the list or manually enter the name, which will auto-complete if the user is added in the Users & Groups tab.

If a user is disabled or deleted, CAM will show in the workflow that the user is deleted or disabled.

Info

If a Group or User Name is modified from Account Management, then the relevant Request Workflow user or group name is then automatically modified. If they are disabled or deleted, then they are removed.

Requires Approval

Select Yes to add an additional Approval step when creating the workspace. The workspace will be created only if approved.

Can Add Users with Admin Role

Select an option to specify whether the admin role can be assigned to this user or group.

Role in Requested Team

Note: The Role in Requested Team drop-down is available only for M365 system and Create Team Request workflow.

The following roles are available for the Create Team Request workflow:

  • Admin

  • Editor

  • None

Whenever a new user is added in the Access section of the Request workflow, by default the new user is added with the Editor role. You can modify the default role of the new user from the Role in Requested Team drop-down, if required.

The None option in the Role in Requested Team drop-down is useful when a user wants to create a team, however does not want to be a part of that Team.

Expiration Date

Specify the expiry date of access to the user/ group.

  1. Click Save to add a user/group or click Cancel to close the dialog without adding and saving the user/group.

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titleApprovers

Approvers

Allows you to add users/groups/Role-Based Groups that can approve the workspace dialog that is created here.

  1. Click the Add New, and the following dialog opens:

Field

Description

Type

Select the type to add either Users, Groups, or Role-Based Groups for approving the request.

Select a User/Group/Role-Based Group

Select the user/group/Role-Based group from the drop-down. To select a user, either click the drop-down menu and select from the list or manually enter the name, which will auto-complete if the user is added in the Users & Groups tab.

Expiration Date

Specify the expiry date of access to the user/ group.

  1. Click Save to add an approver to the approver list or click Cancel to close the dialog.

Note:

  • If an approver has been added to an empty approvers list when configuring a request workflow and the user tries to delete the approver, a message will warn users that there should be at least one user or group added to the list.

  • When adding a Role-based group as an approver to an empty approvers list, a message will warn the user there should be at least one user or group also added to the list.

Note: The workspaces that require approvals are listed and can be approved in the Approvals tab.

Also, an email notification is sent to all the approvers and members of the approver group.

If one of the users reject/approve a request, it can not be edited by others

  1. Click on the Approval from the Approvals tab, to view the Approvers. The Requestor now has access to view the approvers assigned (users, and /or groups)

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Expand
titleSecurity

Security

Allows you to add default security to the workspace dialog created here.

Tip

Tip: Default security now allows to flatten groups in the wizard here.

  • If using Request Workflow’s Security panel instead, the following displays:

Field

Description

Toggle for Project Team Security

  • If It's On-> it will populate the users related to the client/matter of Project Team Users and will update them in the Security panel.

  • If It’s Off-> it will show no data or it will show only the users that are configured on the Default Security from the Request workflow wizard or if we add Security on the Security panel

Add Security

Adds the Default Security in the table underneath this table.

  1. Click the Add New or Add Security to add the security details.

Field

Description

User/Group/Invite Guest User

Select if the default security is to be assigned to a user or group. CAM also supports adding guest users.

Select a User/Group

Select the user/ group from the drop-down. To select a user, either click the drop-down menu and select it from the list or manually enter the name, which will auto-complete if the user name is added in the Users & Groups tab.

It allows to select multiple users at a time.

If a user is disabled or deleted, CAM will show in the workflow that the user is deleted or disabled.

Permission

Select Allow to assign the security to the user/group. Select Deny to restrict access to the user/group.

Note: This option is not visible for Office365 workflow, by default sets to Allow.

Role

Select the user/group role from the drop-down.

Note: Editor and Admin roles are available for Office365.

Panel

Select the panel for the default security to be applied.

Note: By default the 'Security' option is selected.

Expiration Date

Specify the expiry date of access to the user/ group.

  1. Click Save to add default security and click Cancel to close the dialog

Note: While submitting a job using a CSV file or a script, an error message is displayed “Failed to add security” if a user does not have permission to access a particular team.

Default Template

Allows you to add the template to the workspace dialog created here.

  1. Click Add New to add the template. the following dialog opens:

Field

Description

Select Template

Select the Template from the dropdown

System

Select the System from the dropdown

Order

Specify an order

  1. Click Save to add the Template or Click Cancel to close the dialog.

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