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PDM Template Checking In Files

Question asked by Jason Lisy on Sep 9, 2020
Latest reply on Oct 26, 2020 by Jason Lisy

When creating PDM templates for users to create files, one of the options is, "Check in the file using the following comment." This works great when a user runs the template and selects Create File. But if they select Open File, the file opens but cannot be checked in. And it also makes the file a local copy, instead of adding it to the vault.

 

Is there a way to disable the option to open the file and only allow it to create the file? If not, does anyone have a workaround that doesn't require the user to take additional steps to add the newly-created file to the vault?

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