User information to assign Category

[Anonymous]

Right now when you check in a new file the only rules that are set up run off of the file name that you are providing it.

It would be really nice to allow user data from the windows log in to assign the category for the work flow to that file.

So for example: my windows log in would have my location and my department number, I want to have rules set up to default to a certain set of naming convention and category based workflow.

I know this is on the set up and configuration side but this would be a very smart way to allow for more rules to be set.

Thanks,

[ihayesjr]

@Anonymous, you can use Vault Data Standards and define the category based on this requirement. Have you tried that?

[RajSchmidt]

I agree with Mark. However, I would rather look for rules based on the user's group or roles he is assigned to.

[Anonymous]

Hi,

And how to manage a user who is in many groups ?

It's why VDS is made for : logical management of rules, list of categories depending on groups, ...

Try VDS, you'll love it !

Best regards,

[Tim_Kreutzer]

I agree on the management of multiple groups, disagree on VDS being suitable replacement for server sided rules.

1) Vault Administrators cannot truly enforce things via VDS because it is client side and therefore changeable by the user (yes, %programdata% by default is not writeable without elevated rights, yes, I know a lot of companies where cad users do have local administrator priviledges on their workstations)

2) if you want to make decisions on group membership via VDS, you would fist need to obtain this information (which groups does the current user belong to) via the AdminService. Non admin users cannot do this.

[florian_baillifard]

Yes Great idea. Vault need  User Group as Rule Condition