1.3.3.4. Portal History Permissions

The Security → Portal History Permissions page can be reached by clicking the  menu item.

By defining History Permissions , selected users/groups can view the execution history of selected workflows/workflows in selected categories from other selected users/groups in Portal → History page. 

This page consists in two main panels: History Permissions and Permissions Info. History Permissions  displays a list of all defined permissions. Permissions Info panel displays the permission's configuration.

In order to define a permission, follow the next steps:

• Click the Add Permission button. The Add new permission window opens.

• Type in a permission name
• Type in a description (optional)
• Select which users (Members) are granted permission to view other users' workflow execution history
• Select users from which Members can view executions
• Select for which workflows the permission applies 
• Select for which categories the permission applies

NOTE: if you select both workflows and categories, the permission is cumulative, this means in Portal → History → Shared History you will see both workflows and workflows from categories selected.

• Click Add to save or Close to abort the current operation.

NOTE: The Workflow Filter list contains all executions of all workflows, including deleted workflows, sorted alphabetically. The format displayed is Workflow Display name (Workflow ID). 

In order to edit a permission, click on Edit button from the Permission Info panel:

• The Edit Permission window opens.

• Type in a new permission name.
• Type in a new description (optional).
• Select/Unselect which users (Members) are granted permission to view other users workflow execution history
• Select/Unselect users from which Members can view executions
• Select/Unselect for which workflows the permission applies 
• Select/Unselect for which categories the permission applies
• Click Save to save or Close to abort the current operation.

In order to delete a permission, click on Remove Permission button from the History Permissions panel.