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lgrant16-Pearl
16-Pearl
July 11, 2013
Question

Anyone know how to control what documents are created in what Library?

  • July 11, 2013
  • 2 replies
  • 3377 views

If we only want some doc types created in a particular library – how do we manage that?

For example we have a DMR Library that we only want Production type documents in and another Library that we only want Regulatory type documents in.

I can Deny the Users Group the ability to Create for that Doc Type within the Policy Admin for that Library, but is there a better way than using deny?

2 replies

M
MikeLockwood22-Sapphire I
22-Sapphire I
July 11, 2013

We figured out one way to do this. Pretty laborious but works perfectly.

For all subtypes that you don't want to allow in a specific Library, create an OIR that specifies a lifecycle that doesn't exist.

Note: Works also if you specify a folder that doesn't exist, but lifecycle is better because it prevalidates and doesn't present the type at all.

M
mdebower18-Opal
18-Opal
July 8, 2015

Mike,

What about creating a "deny" OIR at the Org level, and then an "enable" OIR at the specific context you want to have that document be active in?  I am experimenting with this at the moment and it appears to have some possibilities

20150708-141231.png.

GregoryPERASSO
GregoryPERASSO16-Pearl
16-Pearl
July 12, 2013

Hello

I think just granting the correct type in the particular library without deny the other types should be enough ....

L
lgrant16-PearlAuthor
16-Pearl
July 12, 2013

Hi Gregory. If lets say I have 20 types. In one Library I would grant 15 and in the other Library grant the remaining 5.

It seems that if I don't grant or deny they are available to create if the user has "create".

GregoryPERASSO
GregoryPERASSO16-Pearl
16-Pearl
July 12, 2013

Strange ... do you have any grant accesrules of the WTDocument parent type on your libraries ?

Another idea. If your end users have no need to explicitly choose the library or sub folder. You can set the library (don't know if possible OOTB )and folder in the OIRs.

So Users can create Documents from any place in Windchill, they will be automaticly stored in the correct library ..

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