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Use Confidential Steps

Make individual steps confidential to ensure data contained within selected steps can only be viewed by specific users.

W
Written by Will Dowden
Updated over a year ago

Summary

We have expanded on the Confidential Workflows feature which gives departments control over the privacy of their Flows and allows workflow designers to apply confidentiality on individual steps.

Note: Turning on the Confidential Step setting does not retroactively hide this data contained within these steps that were run on previous versions of the Flow Model.

What happens when I turn on the Confidential Step setting?

When this setting is enabled, then the confidential step's history is only visible to the confidential step’s assignees and Users that can access the Flow and have the relevant permissions in flowingly which is given to users assigned to the Report Administrator Role.

Note: Once a the Confidential step setting has been enabled users will be able to see the step which has been completed and by which user however, no data will be visible and a padlock icon will appear on the Completed Steps as seen below.

How to Enable Confidential Steps

  1. Navigate to the Workflow which contains a step which needs to be confidential.

  2. Edit the Flow Model.

  3. Select the relevant step which needs to be confidential.

  4. Toggle the "Step is confidential" option found at the bottom of the "Details" tab

  5. Save and Publish your Flow Model


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