You can attach an event handler on the list on ItemAdded event to automatically 
detached the permission inheritance of that document. This way every time 
someone submits a leave form, that form is detached and your event handler will 
give access to whoever should have access to that form to programmatically.

From: ozmoss@ozmoss.com [mailto:ozm...@ozmoss.com] On Behalf Of Nigel Hertz
Sent: Wednesday, 11 February 2009 12:31 PM
To: ozmoss@ozmoss.com
Subject: Infopath forms and security

Afternoon all

We've recently started looking into converting our many paper based forms into 
InfoPath forms, hosted on MOSS.

Fortunately, a lot of InfoPath Forms Services limitations can be overcome one 
way or another, and we'll be using Nintex workflow as the workflow engine.

One issue we foresee is security of forms. As forms need to be saved in a forms 
library, I'm assuming the person filling in the form needs contribute access to 
the library, and the approver would need contribute access to the workflow 
tasks list.

The concern I have is who can read the forms once they're saved.

Take an 'application for leave' for example. It's highly likely that whoever 
submits an application wouldn't want anyone else in the company to be able to 
read their leave request, so it should only be readable to them and their 
manager (and a group of people like HR)

Audience targeting wouldn't really work, as it's not secure. Views could work, 
if there was a way to secure a view so that you can prevent people from 
choosing another one. I'm not sure if item level security permissions would 
work, and if you could set that up automatically in the workflow.

I recall reading somewhere in the not too distant past about someone 
experiencing similar issues, but cannot for the life of me remember where it 
was. I thought it was on this list, but can't seem to find anything (I blame a 
HDD crash for that)

Does anyone have any tips / suggestions on how to proceed? (We're expecting at 
least 30 forms to only be accessible by the submitter, approver and Group-X)


Kind regards
Nigel Hertz

Software Developer | Information Technology
Stockland
Level 25 | 133 Castlereagh Street | Sydney NSW 2000
T: 02 9035 2617 | F: 02 8988 2617

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