Posted Wed, 01 Sep 2021 23:45:56 GMT by Michael Obeysekera
Hello, 

The client's requirement is as follows. After a document is stored and goes through its workflow, the final status is set to "Complete". After this stage, the document index entries shouldn't be editable (only be read only) for all users. It should be searchable and viewable to all users, but not editable.

We tried using "Index Value Profiles" based on this article. 
https://start.docuware.com/blog/product-news/top-secret

We created and applied two profiles, one for editable and one for read only. But it doesn't work.

Please see attached screen shots.

Any input or ideas on how to achieve the above client requirement is much appreciated.

Thank you and best regards

 
Posted Thu, 02 Sep 2021 06:41:09 GMT by Martin Zebedies Solution Consultant DMS
Hi Michael,

do you have applied any standard profil to the users?
 
Posted Thu, 02 Sep 2021 06:51:02 GMT by Michael Obeysekera
Hi Martin, 

Yes I have removed users and roles from the standard Profiles.

If we have the "Read only" index value profile only, then the documents are read only, but it will only show documents where the status is completed. When we add the "Editable" index value profile, then all documents are shown, but are editable again.

 
Posted Thu, 02 Sep 2021 07:50:26 GMT by Fabian Kall
Just to be sure:
You write, that as per the customer's requirements, a final status of "Complete" is written, however, in Your index value profiles, you use a value of "Done"?
Posted Sun, 05 Sep 2021 23:37:24 GMT by Michael Obeysekera

Hi Fabian, 

Yes, it's the same. Form the customer point of view it should happen when the process is Completed. But in DW, we use a index field called GP Flag, which is set to DONE when the process is completed. 

Thanks and regards

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