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Status Future consideration
Workspace Workflow
Created by Guest
Created on Oct 6, 2022

RELATED IDEAS

Lock/Unlock (User/Role) a Document in Automated Workflow (A new Service Task)

As a workflow admin I want to be able to lock to a role and unlock a document as part of a workflow.

As a workflow admin I want to be able to lock to a role via a recipient metadata field value.

As a workflow admin I want to be able to lock to a user via a recipient metadata field value.

Practical use of functionality?
Lock a document to a supplier representative in a project when it transitions from the AIM into the PIM.
What is the impact of not doing this?
We will not be able to manage the Check in/check out process as part of AIM-PIM-AIM.
  • Guest
    Reply
    |     Sep 7, 2023

    The requirement here is to be able to prevent a supplier from uploading the next "revision" of a document when the current revision is still under workflow. The expectation is that if a document is under review or apporval then the supplier should wait for that to be completed so that any comments can be addressed prior to the upload of the next revision.