Form Template Security Manager provide administrators and super-users the ability maintain user security access to Form Template Manager. There are 4 possible Form Template Manager security roles available:

VIEWER - This role allow assigned users read-only access to the form templates. Users assigned with this role can not create or make changes to any of the available form templates in the system.

CREATOR - This role allow assigned users the ability to create and amend form templates, when it is in the Development state, before it can be progressed to the next stage for approval. In addition, users assigned with creator role can import and export form templates to and from a Enterprise Forms specific format.

APPROVER - This role allow assigned users the ability to approve form templates that are in Pending Approval state. Users assigned with this role can approve form templates to progress to the Pending Publishing stage, or reject the form templates requiring further refinements. In addition, an approver can also close the form template if it is not required for further use.

PUBLISHER - This role allow assigned users the ability to approve form templates that are in Pending Publishing state to Available state. assigned with this role can approve form templates to progress to the Ready state, or reject the form template back to Pending Approval requiring further refinements. In addition, an approver can also close the form template if it is not required for further use.

NOTE: A portal user can belong to multiple Form Template Manager security roles, thus giving users the flexibility to create and publishing by one single user. In addition, when a form template changes from one state to another Enterprise Forms notify users with the appropriate assigned via email. The content and subject information of the notification email can be changed via the EmailSubject.Message and EmailBody.Message localization attributes of the FormStatus.ascx.resx file. For more information on how to change the content of these attributes please refer to the DotNetNuke user manual.

The following are built-in tags that can be included in the email notification message:

• [TEMPLATE:ID] This represents the unique ID of the template stored in the system.
• [TEMPLATE:NAME] This represents the short descriptive name of the template.
• [TEMPLATE:OWNER] This represents the full name of the owner of the form template.
• [TEMPLATE:PREVIOUS] This represents the the state in which to form template was changed from.
• [TEMPLATE:CURRENT] This represents the current state in which the form template was changed to.
• [TEMPLATE:ACTIONEDBY] This represents the full name of the user who actioned the change which initiated the email notification.
• [TEMPLATE:WHENACTIONED] This represents the full date time of the server for when the change was initiated.
• [TEMPLATE:URL] This represents the URL address of where the Form Template Manager module resides in the portal system.

How to assign/unassigned a portal role to a Form Template Manager role

1. Form Template Security Manager roles are assigned by selecting from the list of available system portal roles you wish to grant security access to. This list of security roles is taken from the list of available roles assigned to the portal module.
2. Select/unselect one or more of the available Form Template Manager roles (VIEWER, CREATOR, APPROVER, PUBLISHER).
3. Click on the Update link button to apply the changes.