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C4C Document read/write access

Hello,

Using code list restriction we can restrict document type access of user which will enable a user to create AND change a document.

What if I want to give change access only ?

E.g.

1. User should have read/write access of document type Z1

2. User should have change (without create) access of document type Z2

Haseeb.

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3 Answers

  • Best Answer
    Feb 28 at 09:12 AM

    Hi Haseeb

    You can use Business Roles in Model Rule Validation Editor to perform restrictions, it need not be user specific.

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  • Feb 27 at 07:48 AM

    Dear Haseeb,

    You can restrict only Creation of documents with help of Action Restrictions based upon Business Role, kindly refer below screenshot.

    Regards,

    Shivanand B H

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    • Haseeb Mirza Shivanand Hangaragi

      Hello Shivanand,

      Yes as I mentioned in my initial question, using code list restriction it will be achievable but only partially, i.e. document types added in CLR can be created + changed. Document types not added in CLR can be viewed BUT not changed.

      I need them to have Change without creation.

      Haseeb.

  • Feb 27 at 07:44 AM

    Hi

    You can achieve this using Model Rule Validations.

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    • Hello,

      I did consider that option but it will not be helpful as for e.g. if I have to restrict specific quotation document type creation to a list of users (belonging to a business role) - is not possible

      Even if I had to restrict user by user in a validation rule of quotes, the option of 'created by' is not even available.

      I was expecting a straightforward functionality as CRM using authorization roles.

      Haseeb.