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Question

Question

Lock fields

asked on October 17, 2016

Hello,

is it possible to lock fields for a document at the end of his processing to prevent any modification ?

 

Regards.

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Answer

SELECTED ANSWER
replied on October 18, 2016 Show version history

If you want to allow users to trigger this themselves, you can make the workflow a Business Process; alternatively, you could make a field that indicates the status (e.g., In progress and Complete) and check for documents marked "complete".

You might also consider having two folders, "In Progress" or "Completed", where the workflow moves the "Completed" documents to the "Completed" folder, allowed you to manage the rights on a folder level rather than a document level.

Depending on how complex your needs are, you might want to look into Records Management, which allows you to "close" and "cutoff" (both of which prevent modifications on documents, but have different meanings in the bigger Records Management context) .

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Replies

replied on October 18, 2016

You can deny the field edit rights to all users by using the "assign rights" activity and setting "Write Metadata" to deny on the entry.

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SELECTED ANSWER
replied on October 18, 2016 Show version history

If you want to allow users to trigger this themselves, you can make the workflow a Business Process; alternatively, you could make a field that indicates the status (e.g., In progress and Complete) and check for documents marked "complete".

You might also consider having two folders, "In Progress" or "Completed", where the workflow moves the "Completed" documents to the "Completed" folder, allowed you to manage the rights on a folder level rather than a document level.

Depending on how complex your needs are, you might want to look into Records Management, which allows you to "close" and "cutoff" (both of which prevent modifications on documents, but have different meanings in the bigger Records Management context) .

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replied on October 18, 2016

It's true that you could assign rights directly on an entry, but we encourage users to handle rights at the folder level instead (hence Brianna's suggestion about moving the entry to a folder).  Assigning rights at the document level can make it difficult to effect a policy change, since you might have to update rights on every entry that you've assigned rights to.

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