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Document status for "freezing" live documents

Posted: Wed Jun 14, 2017 2:08 pm
by jejahner
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!

Re: Document status for "freezing" live documents

Posted: Wed Jun 21, 2017 4:54 pm
by fbachmann
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
Fran├žois

Re: Document status for "freezing" live documents

Posted: Thu Jun 22, 2017 8:02 am
by jejahner
That's a very good hint!

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

Thanks for your help,
Jennifer

Re: Document status for "freezing" live documents

Posted: Mon Jun 26, 2017 8:58 am
by jejahner
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

Re: Document status for "freezing" live documents

Posted: Wed Jul 12, 2017 7:24 am
by r.phil
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.