Description:

This step removes permissions for a document in DMS. 

Usage:

Example:

Let’s build and execute the “DMSRemoveDocumentPermissionsDef” example:

• Create a new process definition named “DMSRemoveDocumentPermissionsDef” and open it in designer mode. 
• Drag a “updateVariables, DMSRemoveDocumentPermissions” step to the canvas.
• Connect the dots between the “Start” and other steps, as shown above. 
• Define a variable or global to store the “Document ID” (not mandatory).
• On the DMS page, navigate to and select the Document shown in this example. Click the column selector and choose the “ID” column to show. Copy-paste the “Document ID” value to the clipboard. 

• Click the ellipsis button to access context features. Select the “Permissions” option to manage permissions manually. 

• The “Manage Document Permissions” page is shown in the example below. You can use this UI to grant or revoke access to the “View, Add, Remove, Update, Archive, and Permission” operations. Use the Search textbox to select users and application roles, then click the “Add” button. Select the checkboxes to enable or disable the appropriate access. Click the “Save Permissions” button to confirm the changes. A notification message appears in the top-right corner. Alternatively, use a “DMSRemoveDocumentPermissions” process step to configure permissions through the workflow. 

• Click the "updateVariables" step to configure its "Required" properties. Provide a name for the step. Click the Save button. Note: Click the "AI Predict" button to have Copilot add new process steps that match your process description. 

• Click the "updateVariables" step to configure its "Optional" properties. Provide a variable reference to hold the “Document ID” value. Copy-paste the value from the clipboard. Click the Save button. 

• Click the "DMSRemoveDocumentPermissions" step to configure its "Required" properties. Provide a name for the step. Click the button to select the folder. Click the button to remove permissions. Click the Save button. Note: Click the "AI Predict" button to have Copilot add new process steps that match your process description. 

• Click the button to remove permissions. The “Remove Permissions” page is shown in the example below. You can use this UI to grant or revoke access to the “View, Add, Remove, Update, Archive, and Permission” operations. Use the Search textbox to select users and application roles, then click the “Add” button. Select the checkboxes to enable or disable the appropriate access. Click the “Save Permissions” button to confirm the changes. A notification message appears in the top-right corner. 

• The “Logging” setting configuration is necessary for documentation and also measures workflow progress and completion percentage. This is achieved by configuring the step state and percent fields individually, as shown in the images below. Configure the “Logging” using the following properties.

• Save the process definition, create a new instance, and execute it. Verify that the process instance status is “completed” after removing the document permissions. 

• On the DMS page, select the document to view the permissions removed. Click the ellipsis button to access context features. Click the “Permissions” option. 

• The “Manage Document Permissions” page is shown in the example below. As observed, the document permissions were successfully removed via the workflow. 

• Click the ellipsis button to access context features, then select the “View History” option. 

• The “View History” pages show the security permissions updated for the document.

Definition Sample:

You may download the sample definition(s) from the link here and later import them (drag-and-drop) to your FlowWright Process Definition (XML file) or Form Definition (HTML file) page. 

Note: Please verify and complete any missing configuration steps after import, such as file path references and database connections. Then, save the definition to confirm the changes. 

Click here to download the sample file.