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Question

How to allow an user to unlock an object connection in document revision


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Hi,

 

We are maybe going to use the “Connection Status”  to disable the “Detach” option in document management. So we are going to lock it to disable the “Detach” option.

But in some case, we will need to unlock it and I don’t find how to allow an user to do it. I’m able to do a RMB click on it, but the unlock option is greyed out.

 

I hope you can help me to find a solution.

Best regards,

5 replies

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  • Hero (Employee)
  • 83 replies
  • May 18, 2024

@Valentin  The unlock option is available as below. the screen shot below is in our latest cloud release 24R2 track

 


zuhaib
Sidekick (Customer)
Forum|alt.badge.img+6
  • Sidekick (Customer)
  • 78 replies
  • May 22, 2024

@Valentin I hope this reply finds you well.

check the below screenshot. this will also control using the permission sets. 

 

Zuhaib
IFS Consultant
https://www.linkedin.com/feed/
 


Forum|alt.badge.img+2
  • Author
  • Do Gooder (Customer)
  • 5 replies
  • May 22, 2024
zuhaib wrote:

@Valentin I hope this reply finds you well.

check the below screenshot. this will also control using the permission sets. 

 

Zuhaib
IFS Consultant
https://www.linkedin.com/feed/
 

 

Hi,

 

Thanks for the answer but as I said in my first message, this option is greyed out. I want to enable it but I don’t know how.

 

Best regards,

Valentin Amblard


zuhaib
Sidekick (Customer)
Forum|alt.badge.img+6
  • Sidekick (Customer)
  • 78 replies
  • May 23, 2024
Valentin wrote:
zuhaib wrote:

@Valentin I hope this reply finds you well.

check the below screenshot. this will also control using the permission sets. 

 

Zuhaib
IFS Consultant
https://www.linkedin.com/feed/
 

 

Hi,

 

Thanks for the answer but as I said in my first message, this option is greyed out. I want to enable it but I don’t know how.

 

Best regards,

Valentin Amblard

Go to permission set then check mentioned permission set.

 


zuhaib
Sidekick (Customer)
Forum|alt.badge.img+6
  • Sidekick (Customer)
  • 78 replies
  • May 23, 2024
zuhaib wrote:
Valentin wrote:
zuhaib wrote:

@Valentin I hope this reply finds you well.

check the below screenshot. this will also control using the permission sets. 

 

Zuhaib
IFS Consultant
https://www.linkedin.com/feed/
 

 

Hi,

 

Thanks for the answer but as I said in my first message, this option is greyed out. I want to enable it but I don’t know how.

 

Best regards,

Valentin Amblard

Go to permission set then check mentioned permission set.

 

YOU CAN ALSO CHECK THE BELOW SETTING.  on the base profile

Step1

RMB on attached document then click on more option.

Step2

RMB on line then click on more properties.

 

Step3

RMB advance click on lock or unlock. After restart your user.

 

 


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