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Table 5-3 shows which Document Manager actions require configuration, which
are optional, and which have no requirement.
Table 5-3 Configurable actions and dialogs
Depending on your system requirements, you can create actions and dialog
objects for the desired actions and associate them with a class. When you create
these objects, you need to specify the users or groups that have access to them.
If a user is not part of the users or groups who are associated with the actions
and dialog objects, the user cannot perform the actions.
For example in the case study, users need to:
Add a sales proposal document
Modify the properties (attributes) of a sales proposal document
Revise a sales proposal document
In the sample application, the sales proposal class has three actions and dialog
objects (see Figure 5-8):
Proposal - Revise
Sales Proposal - Add
Sales Proposal - Modify
Actions Dialogs When used
Add Required Add an item to the content repository.
Check in Optional Check in one or more items.
Check out Optional Check out one or more items.
Copy None Copy one or more item to a specified location.
Modify Required Modify an item’s attributes.
Revise Optional Create a revision of an item.
Transition None Transition one or more items from the current
state to a new state.
Version History Required View all versions of a selected item.
View None Display one or more items in the configured