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User Properties - State Permissions

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:

  1. Display the user's Properties dialog box.
  2. 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

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

Permissions

For a file in the selected state, a user 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 user can bypass the Enterprise PDM recycle bin by pressing Shift while deleting the file.
Edit version free variable data

Update version free variable value on data cards of files in the selected folder and workflow state.

Increment revision of a file

Manually increment the revision number assigned to the state.

Move file Move files from selected folder.

Permit or deny group-level access to files

Set group permissions.

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Restore file from cold storage Recover files that have been archived in cold storage.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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