Custom form permissions and confirmation page - new to SP Designer 2010

Question

Good morning,

I am new to SharePoint Designer 2010 and looking for some guidance regarding permissions & confirmation page for a custom form I've created. I've found resources to help me create the backend list and the input form itself, so far so good there. This custom form is for customers to input data, and an admin team will process requests on the backend list.

First issue is permissions. In my experience so far, in order for the customers to enter data via the custom form into the list, I've had to make them Contributors to the list. Although they don't know the URL of the list (we only link them to the custom form), there's nothing stopping someone with the list URL from accessing it, and making changes, since they're contributors. This is undesirable as I only want admins to have read and write access to the list.

Second issue is related to setting permissions in the directory structure of the SharePoint site itself. I cannot determine a way to set granular permission on custom form IF the form is stored alongside the default forms (example: if I copy NewForm.aspx to MyCustomNewForm.aspx in same directory). The only way to modify permissions that I can tell is to move the form out into Shared Documents somewhere. Reason being, I don't see how I can navigate in the SharePoint site over to the List forms in some kind of directory view in order to change granular perms.

Third issue is directing customers to a confirmation page when they click OK to submit the form. Right now it dumps them out to the list which is not the view I want them to see. With an example I could figure this out, but I'm just not sure how to get started.

Many thanks for viewing this and any feedback.

Answer 1

Hi

i suggest you:

keep the first list in which customers will add infos

Create a new list , in which , using a workflow with impersonated step attached to your first list, when  an item is added, a new item is added to the second list

Infos regarding this

http://www.learningsharepoint.com/2010/07/31/impersonation-in-sharepoint-designer-2010-workflow/

This way you you can keep security to your second list as you said

 "This is undesirable as I only want admins to have read and write access to the list. "

---

Romeo Donca, Orange Romania (MCSE, MCTS, CCNA) Please Mark As Answer if my post solves your problem or Vote As Helpful if the post has been helpful for you.

Answer 2

http://www.learningsharepoint.com/2010/07/31/impersonation-in-sharepoint-designer-2010-workflow/

Thank you, I think this may address the separation I desire between customer and admin. I have to take a closer look and try it before I know for sure.

I am still looking for feedback on my other points regarding assignment of permissions in general (or my inability to do so on a granular file basis outside of shared documents) and guidance on creating a confirmation page/redirect upon form submission.

Regards.