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Vault CopyDesign Rule Sets

Vault CopyDesign Rule Sets

There should be a way to edit the CopyDesign rule sets during a copy process via API. Gladly as pre/post/restriction

4 Comments
ihayesjr
Community Manager

@luca_henniges 

Thank you for posting the idea. Why would you be changing the Rule sets via API?

What problem are you trying to solve?

luca_henniges
Enthusiast

@ihayesjr 

It is currently not possible to change the RuleSet based on certain prerequisites. For example, if X is fulfilled, change the RuleSet so and so. Or issue a restriction because files may not be copied according to scheme X, for example.

ihayesjr
Community Manager

@luca_henniges 

For example, if X is fulfilled, change the RuleSet so and so.

 

For this example, why don't you have a rule inside of the active ruleset for this file?

gilsdorf_e
Collaborator

Hi, having an API for Copy Design or make it accessible in the Vault SDK would be highly appreciated. Then we could eliminate our custom implementation of the whole copy/reference update process and just create a customized dialog based on Copy Design. 

 

Examples: 

  • Set the target numbering scheme based on the user's (active directory) group.
  • Set the target folder based on...

Whenever we try to rule out our customisation, users go to the barricades, telling me their number of clicks will dramatically increase.

 

 

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