Question

Template can't be changed

Laserfiche

Updated January 25, 2017

asked on January 12, 2017

My client is having an issue with not being able to change templates of tiff files. It seems he can with pdfs but not tiffs. I have verified that the user(ADMIN) has full permissions on the fields, template, access rights, and repository rights but they still are not able to change the template in the client. Is there a reason why Laserfiche is blocking them from doing so? They are on version 10.0..0.994

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Answer

APPROVED ANSWER

replied on January 23, 2017 • Show version history

Please open a support case so the issue can be investigated further.

One thing that you may want to first confirm though is that the trustee you're logged in as has been allowed the "Edit" permission for all fields in the template in question. Check this by viewing the effective rights for the trustee in the template security dialog.

If there is even one field that the trustee's effective rights show as not having the "Edit" permission, then that user won't be able to change that template after it's been assigned to an entry.

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Replies

replied on January 12, 2017

It's not going to be related to the file type, that is not a consideration in whether a user can modify metadata. One thing that you didn't mention is the volume. One of them could be read-only or otherwise restricted to the user.

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replied on January 18, 2017

We just had that checked and they (as the admin user) have full access to the templates, fields, volumes, files, and folders involved and have full feature rights. We are not sure why it won't let us change it. The volume it is on isn't mark as permanent either.

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replied on January 12, 2017

I'm assuming he selects a new template and clicks save and gets some kind of error at that point? What's the error?

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replied on January 12, 2017

No error, just isn't able to change the template. I have uploaded an example picture.

Metadata-cropped.png (5.62 KB)

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replied on January 18, 2017 • Show version history

There are two cases I can think of where you see this view (the name of the template instead of a selector) when the user has full permissions to all fields, etc. The difference between PDFs and TIFFs may just be due to how each of the documents is selected/opened.

Check for the following scenarios:

The user is attempting to edit metadata from the preview pane in the client from the folder listing, rather than (a) opening the document or (b) opening the metadata pane. This looks like:
The user is viewing the metadata of an old version of the document. This looks like:

If neither of these apply, and other users can edit these same documents, then I have a few questions:

Can other users edit these documents?
Does it occur for multiple templates?
Can this user edit the fields?

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replied on January 20, 2017

Neither of those seem to apply, what we would do is right click the document, then open the metadata box, without opening the document. No one else is able to change the template either, and this only occurs for the one Vendors template on any document that has it, on any volume. But they can edit the fields.

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APPROVED ANSWER

replied on January 23, 2017 • Show version history

Please open a support case so the issue can be investigated further.

If there is even one field that the trustee's effective rights show as not having the "Edit" permission, then that user won't be able to change that template after it's been assigned to an entry.

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replied on January 25, 2017

A support case was opened for this issue. The Everyone group was denied the "edit" right on one of the fields in the template so that's why once the template was assigned to an entry, it couldn't be changed. The customer will modify their field rights accordingly.

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Template can't be changed

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