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Question

How can I allow searching on a template and viewing it, but deny the ability to apply the template to a document?

Version 9 Laserfiche Administration Security
Updated January 23, 2015
asked on January 21, 2015

How can I allow searching on a template and viewing it, but deny the ability to apply the template to a document?

 

Basically the goal is to allow users to see the template in the list of templates when searching, and see the field values on documents that have the template, but not allow them to see it when creating a document or modifying a document.


 

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Answer

APPROVED ANSWER
replied on January 23, 2015

Hi Bryce,

In Kelsey's post that Barry linked to, it's stated that there isn't a way to prevent a user from applying a template during new document creation if they have the ability to read the fields in that template. Also, if a document has another template and the user in question has the ability to change templates on that document, then the user would be able to change to the new template that you are wanting this restriction on.

With that being said though, when the user does apply the template, they wouldn't be able to set any field values at all since they'd only had the read right on the fields. Kelsey suggested using something like Workflow to handle the cases where these users may have accidentally applied this template to an entry.

And just for clarification, once that template has been applied to an entry, the user would not be able to change the template or edit any of its field values.

Regards

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Replies

replied on January 23, 2015
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replied on January 23, 2015

Not quite, in this case the issue wouldn't have anything to do with the particular documents, just what templates are avialable for the the user to apply to any document they scan/import regardless of where.

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APPROVED ANSWER
replied on January 23, 2015

Hi Bryce,

In Kelsey's post that Barry linked to, it's stated that there isn't a way to prevent a user from applying a template during new document creation if they have the ability to read the fields in that template. Also, if a document has another template and the user in question has the ability to change templates on that document, then the user would be able to change to the new template that you are wanting this restriction on.

With that being said though, when the user does apply the template, they wouldn't be able to set any field values at all since they'd only had the read right on the fields. Kelsey suggested using something like Workflow to handle the cases where these users may have accidentally applied this template to an entry.

And just for clarification, once that template has been applied to an entry, the user would not be able to change the template or edit any of its field values.

Regards

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