- Release notes
- Installation and upgrade
- Before you begin
- Getting started
- Introduction
- Roles and permissions
- Access control
- Activities
- Designing long-running workflows
- Start Job And Get Reference
- Wait For Job And Resume
- Add Queue Item And Get Reference
- Wait For Queue Item And Resume
- Create Form Task
- Wait For Form Task And Resume
- Resume After Delay
- Assign Tasks
- Create External Task
- Wait For External Task And Resume
- Complete Task
- Forward Task
- Get Form Tasks
- Get Task Data
- Add Task Comment
- Update Task Labels
- Actions
- Processes
- Audit
Roles and permissions
The roles and permissions for Actions are set from Orchestrator.
In order for the Robot to generate an Action, upload, download, and delete data from a storage bucket, it needs the appropriate permissions. Make sure the Robot role has been granted the following:
To create an action:
- View,Edit,Create on Actions
To assign an action:
- Create on Actions Assignments
To upload document data:
- View,Edit,Create on Storage Files
- View on Storage Buckets
To delete document data after downloading:
- View,Edit,Delete on Storage Files
- View on Storage Buckets
To generate actions in the context of a personal workspace folder and have them displayed in the Action Center inbox, the following permissions have been added as default:
- Create,View,Edit,Delete on Actions.
- Create,View,Edit,Delete on Action Catalogs.
We recommend defining the following roles for handling actions:
As a validation admin, you see all the generated Document Validation Actions and assign them to users in the Manage Actions view.
The following permissions are required:
- View,Edit on Actions.
- View,Edit,Create,Delete on Storage Files.
- View on Storage Buckets.
- View,Edit,Create on Action Assignments.
-
View,Edit,Create on Action Catalogs.
As a validation user, you see all the form and Document Validation Actions assigned to you, and validate them in the My Actions view.
The following permissions are required:
- View,Edit on Actions.
- View,Edit,Create on Storage Files.
- View on Storage Buckets.
-
View,Edit on Action Assignments.
As a classification admin, you see all the generated Document Classification Actions and assign them to users in the Manage Actions view.
The following permissions are required:
- View,Edit on Actions.
- View,Edit,Create,Delete on Storage Files.
- View on Storage Buckets.
- View,Edit,Create on Action Assignments.
-
View,Edit,Create on Action Catalogs.
As a classification user, you see all the form and Document Classification Actions assigned to you, and edit them in the My Actions view.
The following permissions are required:
- View,Edit on Actions.
- View,Edit,Create on Storage Files.
- View on Storage Buckets.
-
View,Edit on Action Assignments.
As an action admin, you see all the generated Form Actions and assign them to users in the Manage Actions view.
The following permissions are required:
- View,Create on Action Assignment.
- View,Edit,Create on Action Catalogs.
-
View,Edit,Create,Delete on Actions.
To manage action labels, the following permissions are required:
- View,Create,Delete on Tags.
As an action user, you see all the Form Actions assigned to you, and edit them in the My Actions view.
The following permissions are required:
-
View,Edit,Create on Actions.
To manage action labels, the following permissions are required:
- View,Create,Delete on Tags.
We recommend defining the following roles for handling processes:
As a queue process user, you can generate forms to provide inputs to a queue.
The following permissions are required:
- View on Queues.
-
View,Edit,Delete on Transactions.
As a job process user, you can generate forms to provide inputs to a job.
The following permissions are required:
- View on Processes.
-
View,Edit,Delete on Jobs.
Note:To trigger a process through file upload, you need the following permissions:
- View,Edit, Create on Storage Files.
