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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
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      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
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      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
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      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.