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Change Permissions based on Property Metadata

Former Member
Former Member
We are running into some issues with some of our staff Checking Out and editing Templates by mistake.
We would like to restrict all Templates on our server to Read Only, apart from Specific personnel without having to change the Class or Workflow of the Template.
Although it is simple enough to change Permissions Manually, we would like to automate this to ensure as little error as possible.

Is there a simple way to change Permissions on document based on their Metadata?
In this case for example -
if isTemplate = yes, then set permissions to "ACL Read by all, Editable by QMS only"
Parents
  • If you mean metadata card configurations then it could be that setting the default value (via Set Value property behavior) doesn't give you the same kind of popup of changed permissions as manually changing the value but the permissions should be correctly set after saving the changes (I haven't tested this though).

    If it seems there is some inconsistency in the functionality you could ask our technical support if this is a known issue and/or if they have some tips or workarounds to offer.
Reply
  • If you mean metadata card configurations then it could be that setting the default value (via Set Value property behavior) doesn't give you the same kind of popup of changed permissions as manually changing the value but the permissions should be correctly set after saving the changes (I haven't tested this though).

    If it seems there is some inconsistency in the functionality you could ask our technical support if this is a known issue and/or if they have some tips or workarounds to offer.
Children
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