Ability to show fields in Portal request, but selectively hide from certain Tasks

We are developing an onboarding workflow. There is a requirement to have a Date of Birth on the Portal Request screen itself, but this field should be locked down to only be be visible to certain users (eg Date of birth). I have experimented with Security profiles, but when you apply a Security profile to the field (request field) on a specific task, it also hides it from the Portal request screen.

Would be useful to be able to remove the security profile from the field on the portal screen, but apply it to fields in the Request and Tasks in core. (Unless there is another way to do this)

  • Ray Hibbert
  • May 24 2018
  • Reviewed by Alemba Product Manager
  • Attach files
  • Jim Weaver commented
    February 03, 2020 16:45

    Another potential approach - the empty field is visible.  But once the request has been submitted - the field and the contents are protected by the security profile and only visible to those with the proper rights.

    This is something that vFire / ASM needs to be able to handle.