Prompt message before opening document

Why would you want that when you already have the ability to set permissions on those documents and restrict access to the relevant groups of people? Dynamic permissions gives you exactly those options to base permissions on related objects and value list items.

Hi

Many thank for the response. This was the exact same reply I gave to the end user and the response was that they want this as an option as the documents are highly secure. Is there a way to achieve this? 

Thank you

Would this kind of a warning on the metadata card be enough as a workaround? This can be achieved easily with metadata card configuration. In the example I'm using "Agreement type = Non-disclosure agreement" as the filter for the configuration rule.

Hi Joonas,

Cool feature, but as far as I understand the client wants to have a dialogue, something like a popup in which the user agrees that he accesses confidential information and this is left marked. As far as I know there is no such built-in functionality. Of course, such behavior can be achieved with a certain amount of code and modification of the user interface.

I understood that they wanted a popup but the popup dialog would also need to somehow log when and who clicks OK so these explicit "Yes, I have access to this file" confirmations could be later audited (at least that's how I imagine it would work) So it's probably not as simple as just showing a dialog with an OK / Cancel button. And then on the other hand if this kind of logging and auditing is not needed, then the metadata card warning could fulfill the same purpose which was the idea behind my suggestion.

Dear Joonas

I just spoke to the user and apparently they are happy with this but would prefer a pop up with ok and cancel button as you mentioned. There is no need of complicating it with permissions. If a pop up can be achieved would be great, if not then its cool. If any coding is required it would be beyond my capabilities.

Thank you 

The popup would require coding if it is technically feasible at all, so probably the metadata card option is your best alternative (unless someone can come up with a better one, of course!)

Thank you. Ill do the metadata card configuration. Where exactly is this option in the metadata card configuration
?

It's under Behavior > Metadata Card > Description / Image. Here's the sample configuration I used:

Thanks a lot. Appreciate it

Hi

I can get the text but when I copy the picture it does not show up. The image url is C:\Users\karia\Downloads\ExportControlCompliance.jpg. When I copy this link in explorer it opens the image but in the metadata card it does not show

Can you place the image file in a shared location that is accessible for all clients, e.g. a network share or a public web server? I don't think local files are supported or at least you would have to distribute the same image file to the same location on all client workstations.

Can you place the image file in a shared location that is accessible for all clients, e.g. a network share or a public web server? I don't think local files are supported or at least you would have to distribute the same image file to the same location on all client workstations.

Done. I copied it on the d drive of the same m-files server and then gave the server name instead of d:\