Setting permissions for custom activity classes

Draft comment:
This topic only applies to BAW, and is located in the BAW repository. Last updated on 2025-03-13 12:15
For custom activity class permissions, you can specify whether all logged-in users can create activities. You can also specify whether users who create custom activities can also have permission to modify those activities.

About this task

The default setting for CREATE_INSTANCE allows any user to create a custom activity. If you want to allow only certain users to create custom activities, this default setting is not appropriate. You can change the permissions on the custom activity class.

Custom activities are created by users. When a custom activity is created, it inherits the security from the case to which it belongs. It is a best practice to set user-added activity class permissions to ensure that the #CREATOR-OWNER user who created the activity class can change the state or modify the properties.

Procedure

To set permissions on custom activity classes:

  1. Navigate to your custom activity class in the following path in Administration Console for Content Platform Engine: Data Design > Classes > Other Classes > Activity > Case Activity > Dynamic Activity.
  2. Click the desired custom activity class in the list.
  3. Click the Security tab, and in the Name list, select #AUTHENTICATED_USERS or the master group and click the Edit button.
  4. Clear the Create instance check box and make any other changes to permissions. Click OK.
  5. Click Add to add one or more groups to the list.
  6. Add the required permissions, including Create instance if appropriate, by selecting the check boxes. Click OK.