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DMS - How to block new versions

Aug 03, 2017 at 08:00 PM


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Hi, experts

In my process, there are many types of DMS documents .

We using the some status for aproval document flows:

Z1 In Elaboration
Z2 Verif. Quality
Z3 In Suitability
Z4 On Approval
Z5 Approved
Z6 Disapproved
Z7 In Review
Z8 Obsolete
Z9 Not valid

When create a new version, our system not check versions with obsolete status and allow the new creation.

I consider the correct process when the system allow the new creation using as model the last document with status Z5(Approved), not any other.


Incorrect Process

In this case, this document has the status Z8 and should not allow the creation of a new version using this model.

It should be locked.




The new incorrect version was created, without problem.


Correct Process

I consider the process correct when we create a new version from a template that is in status Z5 (Approved)

In this case, it is correct.

Summing up: Is there any way to block the creation of the new version when the status is equal to Z8 or similar?

Thanks a lot

Ricardo Rangel

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