Posted Sun, 10 Dec 2023 18:14:41 GMT by Pedro Jimenez ECM Manager
Hi guys,

I am considering using index level profiles to assign security to documents based on three metadata.
The problem I see is that I would need more than 5000 profiles to manage this.

Is it possible to maintain a dynamic security based on the content of a table?
That is, suppose we have 3,000 records with the following information:
              Supplier / Division / Agent.
Is it possible that the agent can only file/consult documents from its corresponding supplier/division?
Posted Mon, 11 Dec 2023 14:05:46 GMT by Simon H. Hellmann Toshiba Tec Germany Imaging Systems GmbH IT-Consultant Document Management Solutions
Hi Pedro, 

if you are using DocuWare Cloud, this is not possible.
In DocuWare on-premise however, you can allow SQL in the administration once. After that, it is possible to create index value profiles using an SQL statement. This SQL statement can be very complex and use multiple joins. In the end, it has to return the DocIDs of all documents the profile should grant access to.
You may find a KB article or old forum posts discussing this topic if you fiddle with the search a bit.

Hope this helps.

Greetings from Germany,
Simon H. Hellmann
DocuWare System Consultant
Posted Tue, 12 Dec 2023 18:09:03 GMT by Pedro Jimenez ECM Manager
Thanks Simon, I thought so but I had to try it.

Best Regards


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