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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"
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  • Former Member
    Former Member
    Hi Joonas,

    Thank you very much for the Recommendation.
    I've set up a Value List with restricted Permissions when set to Template.
    I thereafter setup a rule in the Configurations that will change the value to Template when "is Template" is marked as yes.

    The value list, when added or changed manually will update the Permissions, However the permissions won't update if it is changed automatically by the Rule Configuration.

    Is there a way to get the Rule to get the Permissions to update when it adds the new Value List property?
Reply
  • Former Member
    Former Member
    Hi Joonas,

    Thank you very much for the Recommendation.
    I've set up a Value List with restricted Permissions when set to Template.
    I thereafter setup a rule in the Configurations that will change the value to Template when "is Template" is marked as yes.

    The value list, when added or changed manually will update the Permissions, However the permissions won't update if it is changed automatically by the Rule Configuration.

    Is there a way to get the Rule to get the Permissions to update when it adds the new Value List property?
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