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.
- In the left pane, click State Permissions.
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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Edit version free variable data |
Update version free variable value on data cards of files in the selected folder and workflow state.
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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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Move file |
Move files from selected folder. |
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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