Setting up Data Security for Your AgileForms Process

Prerequisites

• A functional AgileForms process model.

Navigation

1. In AgilePoint Envision, open an AgileForms process model.
2. In the Process Model Properties pane, click Manage Data Security.

Instructions

1. On the Data Security Mapper window, select the data security option for each field as appropriate for your system:

   Field Name

   Definition

   Field list

   Definition: Specifies the data security option for the field. Allowed Values: Persist - The field value is stored in the schema in the format it is displayed on the form, usually in plain text. This is the default option, and effectively provides no added security. Encrypt - Stores the field data in the AgilePoint schema in the encrypted data format. When the user opens the next task, the encrypted value is decrypted and the unencrypted value appears to the user. For more information, see How Do I Apply a Custom Encryption Algorithm to AgileForms Data?. Hide - Bypasses the AgilePoint schema, so the data is not stored directly in the process instance XML. If you want the data to appear in the next form, you must use AgileForms to set up a lookup in the external system. Default Value: Persist Custom Attributes: No