2.7.2.3.2. User is part of a Rule
If a user is named in a Rule (routing stage) for a particular document, that user inherits SEARCH RIGHTS to that document that matches the specific coding from the rule.
In the example below,
A workflow exists for Document Approval with users PM01 and PM02.
The Routing Rule is Job1Rule
The Routing Group is PROPPROJ
The Criteria for this Routing Group is Job 14-001, Job 14-002 and Job/Vendor 10-001/AC001
The Document Types for this rule are: Purchase Orders, Subcontracts and Owner Change Orders
In this Rule, PM01 and PM02 will have Search Rights to PO's, Subcontracts and Owner Change Orders for Jobs 14-001 and 14-002 and those documents with the Job/Vendor combination 10-001/AC001.
Workflow
Routing Rule/Routing Group
Routing Rule/Document Types
