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Document permissions

Once a role is inserted into a document's Document Roles database table, the Document Roles table specifies what system-defined actions users and groups assigned to a Role are allowed to do as the document progresses through its lifecycle. The Document Roles table is determined by these custom metadata types: and Document State Role Permission custom metadata type records.

  • Permission (mvn__CM_Permission__mdt) - grants users or group of users system-defined actions at either the document or document version level.

  • Document State Role (mvn__CM_Document_State_Role__mdt) - connects the Document State and Role custom metadata types.

  • Document State Role Permission (mvn__CM_Document_State_Role_Permission__mdt) - connects the Document State Role and Permission custom metadata types and grants a Role for a given Document State a specific Permission.

Permissions entity relationship diagram

On the Sharing tab of a document record, you can view the list of users and groups that have access to the document. You can also access the Role Permissions matrix for a role to see what permissions that role has for the document.

Example: Document State Role Permission matrix for a specific Document

Permissions

Komodo Publications Planning ships with eleven predefined permissions, which can be found in the Permission (CM_Permission__mdt) custom metadata type. Each permission grants a user or group of users a system-defined action at either the document or document version level. Once granted, document-level permissions give users the ability to perform actions regardless of the document's state. Document version-level permissions are governed by the matrix model of state and permission.

Warning

Do not create, modify, or delete any permission records. Permission records are considered protected system metadata.

Table 67. Document permissions

Label

DeveloperName

Description

Delete

mvn__CM_Delete

Delete the document and any document versions.

Manage Sharing

mvn__CM_Manage_Sharing

Manage the Document Roles table for the document.



Table 68. Document version permissions

Label

DeveloperName

Description

Change State

mvn__CM_Change_State

Change the status value of the document version record.

Create Draft

mvn__CM_Create_Draft

Create a new document version in the document lifecycle’s initial state.

Delete Version

mvn__CM_Delete_Version

Delete a document version.

Download Source

mvn__CM_Download_Source

Download the file associated to a document if the file is hosted in Salesforce. Visit Files.

Edit Document

mvn__CM_Edit_Document

Check the document in and out and upload a new version of the document, including in Office 365™. Visit Office 365.

Edit Metadata

mvn__CM_Edit_Metadata

Edit document fields.

Edit Relationships

mvn__CM_Edit_Relationships

Add, edit, or delete document relationships. Visit Relationships.

Start Workflow

mvn__CM_Start_Workflow

Start a workflow for a document. Visit Workflows and tasks.

View Document

mvn__CM_View_Document

Read access to the document, its associated file, and any metadata, including relationships.