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Question

Question

User access to documents based on document metadata

asked on December 15, 2016

Hi 

A client has posed this question and was wondering what the most efficient approach might be to resolve their issue. 

I have a requirement to allow access to documents in Laserfiche based on document metadata/ attribute value. Can you recommend the best way to approach this? We need to determine this through the Laserfiche client and within code.

Additionally if the parent record flag changes from false to true, all linked documents need to change their NDA attribute to true, this would be a coded exercise.

Example:
Customer Rating Record ? has multiple documents with NDA Flag = true/false

If NDA = true only user group with access to folder and additional access to NDA records can access this record
if NDA = false users with access to folder can view/edit/drag drop

Requirements:

?         Should not be able to open, drag drop or  edit records with NDA set to true for certain user group, additional user group with added permissions should have access to edit/ drag drop etc. through the Laserfiche client and within code.


?         Change on NDA on Customer Rating Record to true should change attribute on all associated documents (coded).


 

Thanks

Lance

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Replies

replied on December 15, 2016

Hello Lance,  My first thought would be to use security tags.

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replied on December 15, 2016

Hi Glenn,

 

Thanks for that , we thought it might be a runner but are concerned of the overhead as we feel that we would need workflow to maintain tags as metadata changed.

 

Is this a valid concern?

 

Cheers

Lance

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replied on December 15, 2016

It sounds like you need Workflow to monitor for metadata changes and modify entry access rights (i.e. ACLs) as a result.

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replied on December 15, 2016

Thanks Robert,

 

Will look into ACL.

 

Thanks

Lance

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