Document Policy

This table defines the Document policy.

Document

Revision

0,1,2,...

Types

Document, Marketing

Hidden

FALSE

 

States

Exists

Revisionable

TRUE

Versionable

TRUE

Auto Promote

FALSE

Checkout History

TRUE

Owner

all

Public

create

Shadow Agent

all

System Transition Manager

all

System Conversion Manager

all

Buyer

none

filter attribute[Primary Key] == '' || context.user.property[Company Key].value == attribute[Primary Key] || attribute[Secondary Keys] == '' || context.user.property[Company Key].value ~~ attribute[Secondary Keys]

Supplier

none

filter attribute[Primary Key] == '' || context.user.property[Company Key].value == attribute[Primary Key] || attribute[Secondary Keys] == '' || context.user.property[Company Key].value ~~ attribute[Secondary Keys]

Access Grantor

read,modify,delete,checkout,checkin,lock,unlock,revise,fromconnect,toconnect,fromdisconnect,todisconnect,grant, revoke,show

Workspace Lead Grantor

promote,demote

Public Modify

fromconnect

filter: current.access[modify] ~~ true

Public Read

read,checkout,show

filter ((attribute[Access Type] == Inherited) && (to[Vaulted Documents Rev2].from.current.access[checkout] ~~ true)) || (to[Reference Document].from.type == 'Issue') || (to[Company Documents].from.to[Document Holder].from.to[Supplier].from.attribute[Primary Key].value ~~ context.user.property[Company Key].value) || (to[Reference Document].from[Libraries,Classification,Products,CONFIGURATION FEATURES,LOGICAL STRUCTURES].current.access[read,show] ~~ true)

Public Compliance Read

read, show, toconnect, todisconnect, checkout

filter: to[Reference Document].from[Compliance Enterprise Part, Compliance Plant Specific Part, Compliance Reported Part, Material, Material Declaration].current.access[read] ~~ true

Public Compliance Modify

checkin, revise

filter: to[Reference Document].from[Compliance Enterprise Part, Compliance Plant Specific Part, Compliance Reported Part, Material, Material Declaration].current.access[modify] ~~ true

Public Disconnect

todisconnect

filter to[Reference Document,Message Attachments].from.current.access[delete] ~~ TRUE

Public Add

read,toconnect,todisconnect,show

filter context.user == to[Resolved To].from.owner || context.user == to[Resolved To].from.to[Assigned EC].from.name

Buyer Administrator

none

filter: attribute[Primary Key] == '' || context.user.property[Company Key].value == attribute[Primary Key] || attribute[Secondary Keys] == '' || context.user.property[Company Key].value ~~ attribute[Secondary Keys]

Global User

read,modify,checkout,checkin,lock,unlock,revise,show

filter (((to[Message Attachments].id != '') || (to[Meeting Attachments].id != '')) && ((to[Message Attachments].from.type == 'Message' && to[Message Attachments].from.current.access[read,checkout] ~~ true && (!to[Vaulted Documents].id != '')) ||(to[Meeting Attachments].from.type == 'Meeting' && to[Meeting Attachments].from.current.access[read,checkout] ~~ true && (!to[Vaulted Documents].id != ''))))

Customer

none

filter: attribute[Primary Key] == '' || context.user.property[Company Key].value == attribute[Primary Key]

Employee

read,checkout,show

filter program[emxDocument -method isCLCDocument -construct ${OBJECTID}] == true || ((to[Reference Document].from.type == 'Engineering Change') && (to[Reference Document].from.current.access[read] ~~ true))

Advanced Quality Engineer

read,checkout,execute,show

filter (to[Task Deliverable].from.to[Project Access Key].from.from[Project Access List].to.type ~~ 'Part Quality Plan' ) && (to[Task Deliverable].from.current ~~ 'Active' || to[Task Deliverable].from.current ~~ 'Review' || to[Task Deliverable].from.current ~~ 'Complete' )

Specification Restricted User

read,checkout,toconnect,todisconnect,show

filter (to[Reference Document].from.type.kindof[Technical Specification] ~~ TRUE) || (to[Reference Document].from.type.kindof[Characteristic] ~~ TRUE)

Template Administrator

read,checkout,show

filter (to[Reference Document].from.type.kindof[Characteristic] == TRUE)

Global Template Administrator

read,checkout,show

filter (to[Reference Document].from.type.kindof[Characteristic] == TRUE)

Specification Manager

read,checkout,toconnect,todisconnect,show

filter (to[Reference Document].from.type.kindof[Technical Specification] == TRUE) || (to[Reference Document].from.type.kindof[Characteristic] == TRUE)

Supplier Modify

read, modify, checkout, checkin, lock, execute, unlock, revise, and show.

filter: (to[Task Deliverable].from.to[Project Access Key].from.from[Project Access List].to.type ~~ 'Part Quality Plan') && (to[Task Deliverable].from.to[Assigned Tasks].from.name ~~ context.user)

Sales Engineer

none

filter: attribute[Primary Key] == '' || context.user.property[Company Key].value == attribute[Primary Key]

Requirement Manager

read,checkout,toconnect,show

filter to[Reference Document].from[Requirement].exists ~~ 'TRUE'

Librarian

read,show

filter to[Classified Item].from[Classification].current.access[read,show] ~~ true

Library User

read,show

filter to[Classified Item].from[Classification].current.access[read,show] ~~ true

Exchange User

toconnect

filter to[Vaulted Documents].from[Project Vault].current.access[read] ~~ true