5 Replies Latest reply on Nov 4, 2009 4:43 PM by 1-YJ1IM

    Search view results...

    Tim Turpin

      Using EPDM 2008.

       

      When veiwing search results, is it possible to have some viewer see a file only at a specific state and others veiwers see all regardless of state?

       

      What I am trying to do is as follows and based on the following general workflow states.

      States are Eng Design, Released, ECO  (Once Released file remains until ECO needed, then goes to ECO, returns to Eng Design and then Released)

       

      Would like Eng to be able to see all states.

      Would like Sales Group, Purchasing only to see Released.

       

      Issue - If file goes to ECO, I would like Eng to see ECO state, but would like Sales/Purchasing to still see it but at the Released State as that is still the latest valid doc.

       

      Is this possible?

       

      Thanks, Tim...

        • Re: Search view results...
          Ajay Baranwal

          Hi Tim,

           

          U can do this by using workflow capacity.

          GO to that specific workflow and then go to Released state , choose ignor permisiions from the previous state.

          By doing this, files will be seen by that person only who will authorise to see.

           

          Thanks

          Ajay

            • Re: Search view results...
              Tim Turpin

              Ajay,

               

              This did not seem to work.  Let me explain situation further (or better).

               

              1.  Engineers can view all files regardless of state.

              2.  Sales and Purchasing can only view files at Released state.

              3.  General workflow of states:  Eng Design  to   Approval  to  Released  to  ECO.  Only goes to ECO if change is required.  Once at ECO then goes back through workflow again ( ED --> A --> R...)

               

              Following is what we would like happen through the work flow:

               

              Part A (no rev) at Eng Design (intial state)  -   Engineering CAN view.  Sales and Purchasing CAN NOT view.

              Part A (no rev) submitted for Approval (change of state)  -  Engineering CAN view.  Sales and Purchasing CAN NOT view.

              Part A (rev A0) approved for Release (change of state) -  Engineering CAN view.  Sales and Purchasing CAN view.

              Part A (rev A0) submitted for ECO (change of state), rev change required - Part A (rev A1)  -  Engineering CAN view.  Sales and Purchasing CAN NOT view (rev A1) but CAN view (rev A0).

              Part A (rev A1) at Eng Design (change of state)  -   Engineering CAN view.  Sales and Purchasing CAN NOT view (rev A1) but CAN view (rev A0).

              Part A (rev A1) submitted for Approval (change of state)  -  Engineering CAN view.  Sales and Purchasing CAN NOT view(rev A1) but CAN view (rev A0).

              Part A (rev A1) approved for Release (change of state) -  Engineering CAN view.  Sales and Purchasing CAN view (rev A1).

              ...

               

              We have set S/P to view at Released state, no view at other states.  The problem is that once it changes to ECO state, S/P can no longer view until file returns to the Released state.

              We would like for Sales and Purchasing to be able to view the current Released revision of a file, regardless of state, providing it has been released once.

               

              Is there a way to set permissions to view the file at the latest Released state regardless of the current state?

               

              Thanks for all input.

               

              Tim...

                • Re: Search view results...
                  You would need to uncheck the "Ignore permissions in the previous state" for the ECN state. With that checked for ECN state, it would use ECN state permissions for the previous Released state.
                    • Re: Search view results...
                      Tim Turpin

                      Wayne,

                       

                      Thanks for your input, however, this also is not giving the desired results I am after.

                      Currently, when searching for a file, the search results shows; the file name, the state, the location, etc.

                      The pdmwe search results are based on the current state of the file and thus the permissions (read, write, etc) users have for that state.

                       

                      If file is in Released state - Eng, Sales and Purch can read (view) file.  Shows up in results for ALL.

                      If file is in ECO state - Eng can read and write to the file.  Sales and Purchasing CAN NOT read or write.  Shows up in results for only Eng.

                       

                      Thus if file 123456.slddrw is in ECO state, Sales and Purch can not read (view) this file.  Does not even show results that this file exists in PDMWE in the search field.  If in Released state you would see results in the search field.

                       

                      I am trying to get pdmwe search results to always show Sales and Purch the latest released version of a file (providing it has been released before) even if the file is not at the Released State.

                       

                      123456 rev A0  Released   Sales and Purch can see in search results.

                      123456 rev A1  ECO         Sales and Purch see 123456 rev A0 in search results.

                      123456 rev A1  Released   Sales and Purch can see in search results.

                       

                      My guess is that this is not possible with the standard pdmwe search.  I will probably need to create a special search query to acheive desired results.

                       

                      Thanks for you input.  Any further input will be welcomes and appreciated.

                       

                      Tim...