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workflows - sharepoint 2010 infopath form published in a document library

Posted on 2012-12-24
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Last Modified: 2012-12-26
For a SharePoint 2010 workflow, what are the MINIMUM permissions levels required for -->

Create workflow (from SPD/Infopath designer),

Publish workflow (from SPD/Infopath designer),

Initiate a workflow manually,

terminate a workflow manually,

Approve/Reject a task.

Re-assign a task.
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Question by:Minesh Shah
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LVL 50
ID: 38719313
Hello,

Is this homework or an assignment of some kind?

We can't do your homework for you.

If it's not homework, please explain the business context in which you want to apply the scenario with a bit more detail.

Cheers, teylyn
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Author Comment

by:Minesh Shah
ID: 38720780
!
Well, see  - i am looking for minimal permissions required for any activity in workflow.
i see it is documented - contribute permissions are enough & when i actually go to spd & try to publish or going to infopath designer & trying to publish or even open -- I CANN'T, seems i do not have requisite permissions unless i grant FC.

This is how i started wondering what are really the minimal permissions.

I expect a response & not a question in reply to my question again. If you can't then leave this. What you had written above is not proper.
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Accepted Solution

by:
Ingeborg Hawighorst (Microsoft MVP / EE MVE) earned 2000 total points
ID: 38722619
Hello,

The EE Terms of use don't permit experts to answer homework questions. If a question sounds as if it might be homework, it is perfectly fine to ask for clarification first. Please don't feel offended.

With regards to SPD workflows, contribute permissions on the actual list/library may not be all that's required. In the MSDN blog post "Locking Down SharePoint Designer" you can find some insights in how SPD activities can be prevented. Doing exactly the opposite should remove those restrictions. For example, it says about the Workflows library:

[...] the Workflows document library is a hidden library in the site that by default does not inherit permissions from the site. When you create a site, the Workflows library gets the same permissions configuration as the site, but any permissions changes that you subsequently make at the site level — such as disabling Manage Lists — do not automatically trickle down to the Workflows library.

To manage permissions for the Workflows library, open the site in SharePoint Designer >> right-click the Workflows library >> click Properties >> click the Security tab >> click the link “Manage permissions using the browser”.

So, in order to publish workflows, the user needs permissions to the Workflows library and also the permission to manage lists.

The permission level "Design" should provide sufficient access to publish workflows.

In order to approve items, the permission "Approve items" is required, which is included in the permission levels for both "Design" and "Approve".

Permissions are the source of many problems in SharePoint and can be hard to troubleshoot, especially since it is easy to change the out of the box permission levels from their default settings.

This page has an Excel file download with the original settings and out of the box groups and their permission levels for SharePoint 2010.

cheers, teylyn
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Author Comment

by:Minesh Shah
ID: 38722819
ok thanks for the info. article is awesome.
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Author Closing Comment

by:Minesh Shah
ID: 38722823
Hi Teylyn,
Thanks for such a nice & complete info.
All i tried is to put a question in an easiest possible way, it might have sound a HW from receiver end.
The article shared above is just awesome. thanks.
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