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1-Visitor
July 14, 2014
Question

OIR- Setting default role

  • July 14, 2014
  • 3 replies
  • 1407 views

Is it possible to set a role from the team templte during initialization?

For example: Their would be a team role called document owner. Upon initialization, I'd like for this attribute to be defaulted to the user that creates the new document.

Thanks,
Joshua

3 replies

July 14, 2014

You can edit template and add creator in require role. see Screenshot.



Hope this helps!!



Thanks,


Shreyas

22-Sapphire I
July 14, 2014
This is a very helpful technique - thanks for posting.
1-Visitor
July 14, 2014

Thank you very much! I noticed when the document went through an up rev (A.2->B.1) the document owner switchted to the user that made the up rev.Is thier a way to configure this so the Doc owner is unchanged if the up rev is done by another user?

Is their a better way to identify an owner so they can be included in the change process?



Thanks,
Joshua


In Reply to Shreyas Atre:



You can edit template and add creator in require role. see Screenshot.



Hope this helps!!



Thanks,


Shreyas