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How to restrict attaching documents from other document classes that user is not enabled to create document revisions?

  • 27 April 2021
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Nethmini Kosvinna
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From Document Class Management > Persons and Groups user NETKLK is enabled to create documents from doc class : PO-S1.

But not from doc class PO-S2.

 

Therefore when searching for document class when creating a new document revision with criteria PO-% user will get only the doc class PO-S1.

But when user is trying to attach a document he/she will get document revisions created from doc class PO-S2 as well. It is also possible to attach a created documents from doc class PO-S2 .

 

How to restrict attaching documents from document classes that user does to have permission to create new revisions?

Thanks In Advance

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Best answer by Dilini Arandara 27 April 2021, 17:17

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https://www.linkedin.com/in/nethmini-rathsala-kosvinna-8371b6127/
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5 replies

Dilini Arandara
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Hi @Nethmini Kosvinna , As far as I know, I assume we cannot restrict attaching option to specific set of document classes for a user. But, if you set a document class as a restricted access (either from Document Class Management> Document Default values> RESTRICTED_ACCESS value 'Y'  or when creating doc revisions, ticking the checkbox), user should have at least view access to the document to see its general information. So, by setting this, when attaching documents to objects, in the document revisions list, users who do not have at least view access will not see those revisions with restricted access checkbox checked. To make sure the user does not get view access to documents created on a specific doc class, you can further set up this on Document Basic>Access template tab, enter the user ID and clear all three levels of access.

Hope this will be helpful.

https://www.linkedin.com/in/dilini-arandara/
Mathias Dahl
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Apart from Dilini’s good idea above, the only way I can think of is to use a custom event that would stop the record to be saved if a user connects a document. It should not be hard to do, and the basic data is already there to check against.

What is the underlying use case here?

 

/Mathias
Nethmini Kosvinna
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@Dilini Arandara  Thank you very much for your suggestion

https://www.linkedin.com/in/nethmini-rathsala-kosvinna-8371b6127/
Nethmini Kosvinna
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@Mathias Dahl Use case here is customer want to restrict users from attaching documents that are created from the doc class that user is not using( not having access to create doc revisions). If they are using 2 different doc classes for two sites  and when they are attaching a document in a site specific window (like PO) , they want to avoid users from attaching documents created to the other doc classes.

https://www.linkedin.com/in/nethmini-rathsala-kosvinna-8371b6127/
Mathias Dahl
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Thanks!

/Mathias
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