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Re: PDM standard - allow to change state but not checkin/checkout
You can set permission to check out in the administration module, and you can set this individual for each state.
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Re: PDM standard - allow to change state but not checkin/checkout
HI Jake, there is a difference in PDM between State permissions and Transition permissions.
State permissions as shown in Thomas's reply above, control what a user or group can/cannot do in a particular workflow state, such as check out etc.
To be able to change the state of a file, you need the Permit permission in the transition between a state and the next one in the workflow.
Hope this makes sense.
Kind regards
Prasad
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Re: PDM standard - allow to change state but not checkin/checkout
Thank you Thomas & Prasad
I believe I was not clear in the OP
What I mean is when a file's state is changed to "approved and released" by manager, file's revision is changed and it's ready to send out to the vendor. No one can check out and make any modification
If there needs a change, this file's state must be changed (permission to everyone) from "Approved and released" to "Under change", and gone back to "Approved and Released" for the next revision
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Re: PDM standard - allow to change state but not checkin/checkout
Thomas and Prasad already answered your question
1) in the State "Approved & Released": uncheck the "checkout" option
2) In the Transition "Request Change": grand permission to the users
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Re: PDM standard - allow to change state but not checkin/checkout
Thank you to all - I got it work now
All provided correct answers
