Ross Lister Professional Services Engineer

Hi Dean,

You can lock the access to the document down but you cannot change the actual PDF to have it flattened. 

Configurations, File Cabinet, edit the file cabinet, Permissions, turn advanced button on.

Setup an index value profile with only the rights you want people to have. Then update your WF's to change the field(s) used in the security profile to the values used there.

Hope this helps!
Ross Lister
DW PS Team

 

Hi,

Use a keyword field to gather your list, replace off as you know. Then populate your user list from there. So the variables need to be something like this:
I use the word role in the variable to indicate to me what the particular list of users are going to be assigned to be doing.

Name: Role Name Text
Type: Keyword
Length: Default

Name: Role Name
Type: User of Group, List as Variable

Typically what we do in PS is create a new filing cabinet (FC) to store the list of users or personnel. We create fields in that FC that will allow us to gather the personnel records that we need. One of those fields is DWUID which is the users login to DW. Users can have more than one entry if they perform more than one role.

So in your workflow, query for the users that you want and populate into the KW field above. Then populate the user variable with that KW field.

Hope this helps!
Ross Lister
Professional Services Engineer
DocuWare

Hi Steve,

I'm not sure on the maximum number of rows but will find out and get back to you.

You can link each field in the table in question to what we call a select list. This standardizes input into any field in DocuWare, table or otherwise. These select lists can be internal to DW or they can be linked to a live connection via the provided FTP site or, in most cases, with a line of business SQL data source. 

Typically our customers create an SQL view of the data they want to present in each list or link into an existing table. This way your ERP system and the data being entered into DW are always the same. 

In the newest version of DW you can also link the values presented into a field with the values already present in another field. Maybe a cost center only has a certain group of account codes; the system can use either an existing selection in the metadata of the document in either the main document fields or a field in that particular line item in the table to filter or drill down the information in another linked field.

Hope this helps!
Ross Lister
Professional Services Engineer
DocuWare