topic Re: Thin Client viewing abilities in Vault Forum

Thin Client viewing abilities

plausa.us — Wed, 14 Aug 2024 15:24:49 GMT

Will there be an option besides lifecycles, such as file types that can be viewed by specified groups or individuals in Thin Client?

Re: Thin Client viewing abilities

ihayesjr — Wed, 14 Aug 2024 15:34:07 GMT

This is accomplished by setting the security on the files.

Setting security on a file does not require a lifecycle.

Re: Thin Client viewing abilities

plausa.us — Wed, 14 Aug 2024 15:55:41 GMT

@ihayesjr When you say setting the security on the files, you mean 'each' file? There is no group file extension when I can add the security settings to all of the same file types, existing or future files. Which truly doesn't seem like I'd want to do that either. Because that also seems like that has to do with Overriding the state-based or manual!

I was just wondering since we have idw generating a pdf when released, we could but don't now have the dwg's generate a pdf in the same manner, then we also have existing just pdf drawing files for viewing. That it would be nice if we said see only pdf as far as the drawing documents go to be the file type we want them to use. Verse now they can see both an idw & a pdf file since they are released but they are told 'use the pdf file'.

Re: Thin Client viewing abilities

ihayesjr — Wed, 14 Aug 2024 17:43:19 GMT

@plausa.us wrote:

@ihayesjr When you say setting the security on the files, you mean 'each' file? There is no group file extension when I can add the security settings to all of the same file types, existing or future files. Which truly doesn't seem like I'd want to do that either. Because that also seems like that has to do with Overriding the state-based or manual!

Grouping files can be done by creating a category. That category needs to have a lifecycle definition with one state, which can be the security set on the file.

If not, you will have to set the security on the files individually or place them in a specific folder that sets the security on the files in the folder. However, that will apply to all files in that folder.

Re: Thin Client viewing abilities

plausa.us — Wed, 14 Aug 2024 17:55:44 GMT

The good news is I do have categories, but they have more than one state. Likely they will still want them to have more than one state. But I appreciate the knowledge of the work-a-round.