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IF i was setting up docman classes (six ) per region and havig about 15 regions….

I was to attach existing document to the right employee (incase the bulk upload was provided wrong employee detail for one document oout of many ) how do i make sure that when get use the right employee file page doc attachment with the classes and formats ..the document is alread in IFS except that its assigned to the wrong employee…

I expect before detaching the document making a not of the “doc number” and detach to get rid of wrong employee association. However with the right exployee attach the existing “doc number” one shoudl go through the  attach existing button before the New document and search for the document , however here it shows all document within IFS right from invoce expenses etc...expecially with Multiple companies / regions / classes ..how to customise what is able to be shown in the attach existing page !!! My issue is its showing all types of document not the employee file related class’s dcouments but everything else .. especially One need to have the attach document access rights and not all would have it  but if i give the attach existing feature enabling it does it for all the users of attach documents not the department of HR with confidential classes alone !!! 

@kumarmvnk : If I have understood your problem correctly, you want to restrict users to select correct document class during document upload.

This can be partially achieved through ‘Documents Default Per Object’. Default document class will be displayed for user, but still they can change it

You can put ‘Object Condition’ for document class per region with SQL query.

Hope this should work

Best Regards

 


Vikas, 

 I prefered more on the permission sets / projection with the attach existing document setting… but would skip the  object connctions.


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