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Workspace PS Web App & Platform
Categories Document Control
Created by William Atchison
Created on Aug 18, 2023

RELATED IDEAS

Requesting a permission to have Security groups view draft records.

Client wants the ability to set a Securty permission that would enable a Security Role to view Draft records.

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  • James Dale
    Reply
    |     Aug 16, 2024

    This has become a pain point between our portfolio admins and the business users as there is no simple way to "Move" these drafts from one user to another without a lot of back-and-forth exports and imports.

  • Daniel Iozzi
    Reply
    |     Jun 14, 2024

    Agreed with Eric here. We should at minimum be able to see drafts internally, and potentially allow the ability for architects/owners the ability to view these as well. Would love to see an option for this.

  • Eric Elfner
    Reply
    |     Sep 8, 2023

    Hiding DRAFT Submittals and other records from everyone but the author is very risky. It allows you to create duplicate records (number & revision) and users could think they've documented a submittal for the team when really it's only available to them. Please create a switch so everyone at our company can see the Draft versions. I'm not sure why anyone would not click that switch, but you can give them the option.

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