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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.

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Written by Will Dowden

Introduction

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.

Instructions

When this setting is enabled, the data contained in each confidential step will only be visible to the confidential step’s assignee and users that can access the Flow and have been assigned a Role containing the correct permissions in Flowingly. This includes:

  • Report Administrator

  • A Custom Role containing the Flows>Steps>Confidential Access permission

Once 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.

Important Note: Users who can access the workflow and are assigned one of the above roles will be able to continue to see the data contained within a confidential step.

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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