Assign roles - j5 - 28.0 - Administration & Configuration - Hexagon

j5 IndustraForm Designer Help

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Roles are used to control who is authorized to approve a handover. A role needs to be defined for each person who needs to approve the handover. Usually this includes at least two roles, one for the Outgoing team member and one for the Incoming.

To achieve this, define Incoming and Outgoing roles as depicted below and add Role-based Approvals to the Section of the IndustraForm that has been created to manage the approval process.

This configuration restricts the approval of the handover to users who are assigned to the outgoing/incoming roles.