Please could someone point me in the right direction for this one ?
We’ve been live with Apps 10 for a few months, but we’re at an early stage with document management.
We’ve run into an interesting difficulty in managing access to uploaded files, which may be caused by a fundamental misunderstanding of how this stuff is supposed to work.
This is the current situation:
When someone wants to attach a file to a business object, they can choose from a drop-down list of document classes.
This creates an opportunity for errors. For instance, if someone uploads a product safety data sheet (for which everyone should have read access), but mistakenly select, “Invoice” as the document class, then that file will be inaccessible to anyone outside of Finance
It could work the other way too, so a relatively confidential document could be mistakenly added using the document class “Safety Data Sheet”, which would mean anyone in the business could search for and view that file.
How I would like it to be:
Ideally, the document class(es) available when uploading a file would be limited by the type of business object. So, for instance, when uploading a product safety data sheet to an inventory part, the only document class available is “Safety Data Sheet”.
Hope this makes sense. Thanks
Best answer by EqeRobertK
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