[malai2012]

Hello Team,
In the processmaker version 3, we have option called permission to view the summary form but who are all not not participated in the dynaform also want to view the summary form. we have 100 groups to make them to view the case summary how to make the permission for them who are all also want to view the form

Note: we don't have department option and also custom group to make all 100 group as one

Regards,
Meenachisundaram

[amosbatto]

Users who have the PM_ADVANCEDSEARCH permission to their roles can see all the cases summaries if they go to HOME > Advanced Search. If you don't want to give all your users this permission, then there is no easy way to do this in PM.

One way to handle this is to create a PM Table which lists which users/groups have access to which cases. You can dynamically add users/groups to this table with trigger code. For example, there could be a grid of all the groups in your organization and the person running the case could select which groups can see the case's summary. Then, a trigger fired after that form could save the list of selected group to see the case in the PM Table.

Then you can create another process which all users can run. That process has a DynaForm with a grid of cases which the user can see. The grid is populated by a trigger which looks up which cases the user can see in the PM Table.

A more elegant way to handle this is to create a plugin which adds a new option in the HOME sidebar. When the user clicks on the option, it displays a list of cases where that the user can see the summary.

A third way to implement this is to simply send an email to the users with a link to open the summary. This is the easiest way, but people would have to search through their emails to find the links to click to open the summary.