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Group Properties - General Properties
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Group Properties - State Permissions Tab

Use the State Permissions tab to assign state permissions for the members of the group. You can also use the workflow editor to assign these permissions.

To access this tab:

  1. Display a group's Properties dialog box, by expanding the Groups node and double-clicking the group or right-clicking Groups and selecting New Group.
  2. In the left pane, click State Permissions.

Workflow states

All available workflow states are listed. Select a state to view the assigned permissions for the group members.

Default Workflow

If you have multiple workflows set up, use this drop-down list to select a specific workflow.

Permissions

For a file in the selected state, a user who is a member of the group can:

Add or rename file

Add a file or change the file name.

Check out file

Check out a file where its latest version is currently in this state.

Delete file

Delete file versions.

A deleted file is placed in the Enterprise PDM recycle bin.

Destroy

Purge deleted files from the Deleted Items tab in the folder properties.

The group members can bypass the Enterprise PDM recycle bin by pressing Shift while deleting the file.

Increment revision of a file

Manually increment the revision number assigned to the state.

Permit or deny group-level access to files

Set group permissions on a selected file.

Read file contents

See all file versions that have been created in or transitioned into this state.

Restore file from cold storage Recover files that have been archived in cold storage.
If the cold storage schema specifies files for deletion, the files cannot be restored.

Share file to another folder

Share file versions that have been in the selected state.



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