Removing "No Scenario" from the available scenario list

Question

When I look at my available scenarios for a form, I get an option for "No Scenario". How do I remove this from the list of options, and still let users launch specific scenarios without letting them manage scenarios?

Environment

All versions of xMatters

Answer

Form sender or scenario initiator permissions are granted on a per form, or per scenario basis. You're seeing the "No Scenario" option because you (or the user) have sender permissions for the main form itself.

Remove a user's sender permissions for a form

To remove the "No Scenario" option for a user, you must remove them from the list of users or roles that have sender permissions to the form:

1. On the Workflows tab, click the name of the workflow.

2. For the form you want to edit sender permissions for, click the deployment drop-down menu (to the left of the Edit menu) and select Sender Permissions.

3. Remove the user from the list of senders by clicking the "X" next to their name.

   • If you don't see the user listed, they may be granted sender permissions based on one of their roles.

Let users launch specific scenarios without managing scenarios

If you'd like a user to be able to send a scenario, but not create or edit scenarios (and avoid them using the base "No Scenario" form), configure their role and permissions as follows:

• In the form's Sender Permissions, make sure that role is allowed to send the relevant scenarios, but that Manage Scenarios is not selected for that role.

Grant a user permission to initiate a scenario message

If you'd like a user to be able to send a scenario, you can grant them initiator permissions to individual scenarios:

1. For the form you want to edit scenario permissions for, click Edit > Scenarios.

2. Find the scenario you want to grant permissions for and click Permissions.

3. Add the user to the list of scenario initiators and click Save Changes.

To discourage use of the blank base form ("No Scenario") and encourage use of the correct scenarios, consider changing the default form title/label to make its purpose clear, sharing direct links to the appropriate scenarios, and training your senders to always select the intended scenario instead of the base form.