Document status for "freezing" live documents

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jejahner
Posts: 6
Joined: Wed Jun 14, 2017 1:16 pm

Document status for "freezing" live documents

Postby jejahner » Wed Jun 14, 2017 2:08 pm

Dear Community,

I created a document workflow for my requirements specification with the status "in rework" and "reviewed".

I would like to allow any changes to the Live Document's content only in the status "in rework". Is there a way to freeze/lock documents for a certain workflow status?

And in general, is it possible to freeze chosen documents to prevent any changes at all?

Kind regards!

fbachmann
Posts: 38
Joined: Thu Apr 24, 2014 12:10 pm

Re: Document status for "freezing" live documents

Postby fbachmann » Wed Jun 21, 2017 4:54 pm

We use Custom Sets for this, in User Management / Permissions Management:

  • create a custom Document Set for documents in the "reviewed" status
  • set specific permissions for your user groups and this custom set

Friendly reminder: Custom Sets can impact your server's performance, don't go overboard

Hope this helps
François

jejahner
Posts: 6
Joined: Wed Jun 14, 2017 1:16 pm

Re: Document status for "freezing" live documents

Postby jejahner » Thu Jun 22, 2017 8:02 am

That's a very good hint!

But how do I link my custom set to the document status?

Thanks for your help,
Jennifer

jejahner
Posts: 6
Joined: Wed Jun 14, 2017 1:16 pm

Re: Document status for "freezing" live documents

Postby jejahner » Mon Jun 26, 2017 8:58 am

That's a great hint!

But how do I link the permission custom set to the document status in which i want to lock the document?

Thanks for your help,
Jennifer

r.phil
Posts: 7
Joined: Tue Apr 12, 2016 3:17 pm

Re: Document status for "freezing" live documents

Postby r.phil » Wed Jul 12, 2017 7:24 am

You must define a query for the custom set of document permissions like this:

status:(inreview released)

--> This is an example. Just enter the status IDs you want to protect.


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