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Question

Document Management Restriction Possibility


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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.

 

 

5 replies

MikeCH
Hero (Employee)
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  • Hero (Employee)
  • 146 replies
  • July 29, 2023

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)
  • 2832 replies
  • July 30, 2023

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


MikeCH
Hero (Employee)
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  • Hero (Employee)
  • 146 replies
  • July 31, 2023

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)
  • 16 replies
  • August 6, 2023

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)
Forum|alt.badge.img+32
  • Superhero (Employee)
  • 2832 replies
  • August 10, 2023
SILSCONNOR wrote:

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.


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