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Status Future consideration
Workspace Workflow
Created by Guest
Created on Mar 18, 2024

Node - Service Tasks - Lock Matrix

As a workflow designer I want to be able to lock a document to a user based upon metadata set against the document.

E.g. If the document is for work package 1 then lock it to the Architect.

This is effectively a corollary to the distribution matrix but for document locking.

Requirements
  1. Add a new lock matrix section to the lock document service task.

    1. Indicate how many rows have been configured.

  2. Either a single role OR a matrix may be configured. Not both:

    1. If "Lock to" is blank, there must be a row in the lock matrix.

    2. If the lock matrix is empty, there must be a "Lock to" value.

  3. The lock matrix shall be similar to the distribution matrix, the differences are:

    1. A document may only be locked to a single role. (The first matching role will be applied. This is different from the distribution matrix.)

    2. The only fields for each set of criteria are:

      1. "Lock to"

Practical use of functionality?

Lock a document to a role based upon the document metadata.

What is the impact of not doing this?

Workflow diagrams that require complex locking criteria will have to be expressed using gateways which will make their creation and maintenance more involved.