Use the State Permissions page to assign state permissions for the user. You can also use the workflow editor to assign these permissions.
To access this page, display the user's Properties dialog box:
- For an existing user account, expand the Users node and double-click the user.
- When creating or adding user accounts, click Next in the Add Users dialog box.
In many cases, users cannot manage files unless they have both folder and state permissions set. For example, to check out a file, a user must have check out file permission for both the folder and state the file is in.
| Workflow |
Lets you select the workflow to assign state permissions to. |
Workflow states
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All available workflow states are listed. Select a state to view the assigned permissions for the user.
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Permissions
For a file in the selected state, a user can:
Add or rename file
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Add a file or change the file name.
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Check out file
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Check out a file where its latest version is currently in this state.
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Delete file
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Delete file versions.
A deleted file is placed in
the Enterprise PDM recycle bin.
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Destroy
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Purge deleted files from the
Deleted Items tab in the folder properties.
The user can bypass the Enterprise PDM recycle bin by pressing Shift while
deleting the file.
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Increment revision of a file
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Manually increment the revision number assigned to the state.
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Permit or deny group-level access to files
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Set group permissions.
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Read file contents
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See all file versions that have been created in or transitioned into this state.
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| 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Recover files that have been archived in cold storage.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.
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Share file to another folder
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Share file versions that have been in the selected state.
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