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disable the 'detach' option in document managment

  • November 5, 2020
  • 3 replies
  • 400 views

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Users are attaching documents to Purchase Order headers and we have figure out how to control who can see the attachment and who can view an attachment. 

Our problem is, anyone who can see the attachment can ‘detach’ it from the purchase order.   How can we disable the detach option from the right mouse button menu?

 

thanks

Best answer by paul harland

Hello

Try revoking DOC_REFERENCE_OBJECT_API.Remove__ method via IFS permission sets.

3 replies

paul harland
Superhero (Employee)
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  • Answer
  • November 12, 2020

Hello

Try revoking DOC_REFERENCE_OBJECT_API.Remove__ method via IFS permission sets.


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  • Author
  • Sidekick (Customer)
  • November 12, 2020

Thanks Paul.   You re correct, that was the one that needed to be revoked.

Shelley

 


Mathias Dahl
Superhero (Employee)
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  • Superhero (Employee)
  • November 25, 2020

Hello

Try revoking DOC_REFERENCE_OBJECT_API.Remove__ method via IFS permission sets.

This is the best and simplest option if you have simple needs. If you want to have this to be “conditional” you could have used a custom event that checks whatever you want to be checked and which would allow the removal to happen in some cases and not others.