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SharePoint

Setting List Item Security

By default, all SharePoint tasks are visible to anyone that has access to the list. Optionally, you can configure the Assign SharePoint Task activity to make the task visible to only the user to which the task is assigned (and the account used by the SharePoint System Resource).
 
IMPORTANT: The account used by the SharePoint System Resource needs the following permissions in order to first create the task and, second update the list item permissions of the task:
List Permissions:
  • Add Items
  • Edit Items
  • Delete Items
  • View Items
  • Open Items
  • View Versions
Site Permissions:
  • Manage Permissions
  • Browse Directories
  • View Pages
  • Enumerate Permissions
  • Browse User Information
  • Open
Note:
For information on creating a custom Permission Level, please read the Manage permission levels article from Microsoft.
To set list item security, complete the following steps:
  1. Open and check out the process you want to edit.
     
  2. Double-click or open the Assign SharePoint Task activity that you previously configured.
     
  3. Click the Data Mappings tab. The corresponding screen is displayed.
     
  4. From the List Item Security, click the Use SharePoint persmissions to securre list item check box.
     
  5. Click either the Do not copy additional permissions to secure list item or Copy additional permissions option.

    Note:
    If you choose Do not copy additional permissions to secure list item, then solely the user or group that the task is assigned to has the permissions to modify the task. 
    If you choose Copy additional permissions, then those that are not assigned the task also has the permissions to modify the task.

      
  6. Click OK. You set the list item security in the Assign SharePoint Task activity.
Related Topics
Assign a SharePoint Task to a User, Group, or Queue Assignment Profile
Delete a SharePoint Task when its Process Instance is Cancelled
Delete a SharePoint Task when it is Marked as Complete

Source
BPM Designer Topics > Overview of Activities and Activity Topics > Microsoft SharePoint Activities > Assign SharePoint Task
Last modified at 7/31/2020 11:58 AM