Security Permissions for Workflows and Forms

Your security permissions determine what you can do with workflows and forms. Your workspace administrators, application administrators, and portfolio managers define these permissions.

In the Workflows and Forms app, on the Monitor Workflows page, you can always view running workflows that you are assigned as a workflow manager. But to monitor all workflow instances, even those that you are not assigned as a workflow manager, you must have the global Administer Workflow Instances permission.

Workspace permissions determine your ability to start workflows and add, edit, delete, and view workflow designs, workflow configurations, and forms. To add, edit, delete, and view workflow designs, workflow configurations, and forms in a workspace, you must have the corresponding Workflow Designs, Workflow Configurations, and Forms security privileges in that workspace.

To manually start workflows on the Start Workflow page in a workspace, you must have the Start Workflows security privilege in that workspace.

You can also start workflows by performing certain actions on other objects besides the workflows and forms. Privileges to start workflows by performing these actions override all other privileges. For example, with the Edit Project Budget privilege, you can initiate a budget approval workflow on the Budget log page, regardless of whether you have any other workflows or forms privileges.

When assigning context objects to workflow and form elements in the workflow and form editors, you can only select objects that you have access to.