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Question

Document Management Restriction Possibility

  • Jul 28, 2023 7:41 PM UTC
  • 6 replies
  • 137 views

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Is there a way to restrict the drop down so that the only document class that can be selected is the document class with xxxIT? This would be only for our 457IT site and not the other sites.

 

 

6 replies

MikeCH
Superhero (Employee)
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  • Superhero (Employee)
  • Jul 29, 2023 1:10 PM UTC

Hi @SILSCONNOR,

Unfortunately, that is still not possible at the moment. But there is something that comes reasonably close. Here about Doc Class management (see also here the similar post):

See also here the similar post here in the community.

 

Regards, Mike


Mathias Dahl
Superhero (Employee)
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  • Superhero (Employee)
  • Jul 30, 2023 5:31 PM UTC

You can also install a custom event that stops documents from certain classes to be created från certain users.


MikeCH
Superhero (Employee)
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  • Superhero (Employee)
  • Jul 31, 2023 6:30 AM UTC

Hi @Mathias Dahl,

Thank you for your input. Yes, that is possible, but it only takes effect after I have selected something that I am not allowed to. Because the selection list then remains with all Doc Class. And that makes it unfortunately not user-friendly. I hope that there will be something in the standard, because I hear this request again and again. Thanks for your support.

 

Regards, Mike


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  • Author
  • Do Gooder (Customer)
  • Aug 6, 2023 7:54 PM UTC

Thank you both for the input. I will bring the above to the team to see if they would like to try the above or if we will leave it as is until this gets added in the future (hopefully) :)


Mathias Dahl
Superhero (Employee)
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  • Superhero (Employee)
  • Aug 10, 2023 12:36 PM UTC

Thank you both for the input. I will bring the above to the team to see if they would like to try the above or if we will leave it as is until this gets added in the future (hopefully) :)

If you want to increase the changes for this being added, you should create an idea in the Ideas section here on IFS Community. Then it will be considered for implementation in a later release.


  • Jul 13, 2026 7:34 PM UTC

Thank you both for the input. I will bring the above to the team to see if they would like to try the above or if we will leave it as is until this gets added in the future (hopefully) :)

If you want to increase the changes for this being added, you should create an idea in the Ideas section here on IFS Community. Then it will be considered for implementation in a later release.

​@SILSCONNOR Have you created an Idea for it?