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.

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