9.13 Setting an environment in which view permissions are set for individual Items

The function that allows view permissions to be set for individual Items must be set up in advance. To set up an environment in which view permissions can be set for individual Items:

Create the process work board for which you want to set view permissions for individual Items.

For details on how to create a process work board, see 9.6 Creating process work boards.
Assign a process work board manager.

For details on how to assign a process work board manager, see 9.6 Creating process work boards.
Select the extended user information that you want to use as an item that sets the view permissions for an Item.

Select the element from extended user information elements 01 to 05.

Customize the Item form.

Customize the Item form to be used with the process work board you created in step 1.

Add the extended user information element you selected in step 3 to the Item form. Set the data type of the element to userrole and make it a mandatory element. You can use any display name for the element. In this manual Owner of view permissions for individual Items is used as the display name.

For details on Item form customization, see 9.10 Customizing an Item form definition file.

The following figure shows an example of a New Item window in which the Item form has been customized in this way:

Figure 9‒32: New Item window (with view permissions for individual Items enabled)

Assign access permissions to the process work board.

Assign access permissions to the process work board you created in step 1. For details on how to assign access permissions, see 9.7 Assigning access permissions.

Access permissions must be planned in advance. For details on how to plan access permissions, see 5.2.3 Designing assignment of access permissions.
Back up the Item management database.

Back up the Item management database by executing the jssdbbackup.bat command with the -maint option specified. For details on the jssdbbackup.bat command, see jssdbbackup.bat (backs up databases) in Chapter 12. Commands.
Set up the function that sets view permissions for individual Items.

Execute the jssrefaclsetup command. In the -id option, specify the Item form element ID of the user extended information element you selected in step 3. For details on the jssrefaclsetup command, see jssrefaclsetup (sets up view permission settings for individual Items) in Chapter 12. Commands.
Enable the function that sets view permissions for individual Items.

Select the Set reference permissions for individual Items check box in the Edit the process work board window. For details on how to edit process work boards, see 9.6.2 Editing process work board information.
Back up the Item management database.

You can skip steps 7 and onward by backing up the Item management database and Item storage database after you set up the environment in which view permissions can be assigned for individual Items, and recovering the database from this backup file.

To back up the Item management database and Item storage database, execute the jssdbbackup.bat command with the -maint option specified. For details on the jssdbbackup.bat command, see jssdbbackup.bat (backs up databases) in Chapter 12. Commands.

Note:: Set up the environment that allows view permissions to be set for individual Items before you start using the process work board. Do not change the extended element you are using to set permissions to view Items after you have started using the process work board.

To Page Top