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How to restrict OOTB document creation in create document wizard?

Level 4

How to restrict OOTB document creation in create document wizard?

How to change  WTDocument to use a different lifecycle that starts with a state that people don’t have permission to use OOTB. In that case it would just be a new OIR for the WTDocument. The affect we want is to remove “Document” from the dropdown of documents user can create.

4 REPLIES 4

Re: How to restrict OOTB document creation in create document wizard?

Deepali Bharade wrote:

How to change  WTDocument to use a different lifecycle that starts with a state that people don’t have permission to use OOTB. In that case it would just be a new OIR for the WTDocument. The affect we want is to remove “Document” from the dropdown of documents user can create.

To prevent a particular type from being created and remove it from the dropdown menu you can simply use the Type and Attribute Manager and set "Instantiable" to no.

Re: How to restrict OOTB document creation in create document wizard?

Basically we want to disable it for parent I.e. document only.. keeping soft types intact.. but the issue is when you make document unistantiable it's applied on all its children.. then the only way you have is turn it on for each sub type manually.. we have more than 80 subtypes.. so this is quite a tedious job..

Re: How to restrict OOTB document creation in create document wizard?

When you create a new Subtype, just remove the the inheritance of the parent type. So you won't need to do it the next time.

A simple solution is to change one subtype. Export the type wt.doc.WTDocument (all subtypes are exported too), compare the exported types (search for the example you've changed) and then import it again.

look for something like this:

<csvPropertyValue handler="com.ptc.core.lwc.server.TypeDefinitionLoader.processTypePropertyValue">
  <csvname>instantiable</csvname>
  <csvisDefault>false</csvisDefault>
  <csvvalue>true</csvvalue>
</csvPropertyValue>

https://support.ptc.com/appserver/cs/view/solution.jsp?n=CS30168

Re: How to restrict OOTB document creation in create document wizard?

It is just a one-time thing, switching 80 soft types to instantiable.  There are worse things in other areas of this software ... like Life Cycle Template Administrator.  Is that still java?  Or is it switched over to HTML now?  I bet you can switch all 80 soft types to instantiable quicker than you can open Life Cycle Template Administrator in its old java applet form.