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How to restric the editing of document once approved

    Pregunta

  • Hi all ,

    How do i restric the editing of document in Share point server 2010 once approved . Is there any speical permission ?

    issue is after approving the document he /she can still edit the document therefore how do i restric the editing of document once approved by him /her?

    Best Regards

    lunes, 30 de abril de 2012 5:20

Respuestas

  • Got your solution I think:

    You will need SharePoint Designer to create a workflow capable of doing what you require, good news it Designer is free!
    32 Bit- http://www.microsoft.com/download/en/details.aspx?id=16573
    64 Bit- http://www.microsoft.com/download/en/details.aspx?displaylang=en&id=24309

    So, what you are going to do, is you are going to create a new workflow. In this workflow setup the approval process for the workflow. Once you have your workflow setup to accomplish the approval task you are going to add a new step after it. This step is going to be an Impersonation Step. To create an impersonation step, click on the blank space below everything, and then from the toolbar click impersonation step. (More information here on impersonation steps http://www.learningsharepoint.com/2010/07/31/impersonation-in-sharepoint-designer-2010-workflow/)

    Inside the impersonation step you are going to want the condition "If field in current items equals value" and set this to "If (Status or Approval Status) equals (Complete or Approved)"

    Underneath add the action "Remove List Item Permissions". This will ask you for a list of users that you want to remove permissions from for the current document. Add the specified users and remove the Design, Contribute, and Edit permissions for the current item. This step will be run as the Workflow Author, so the person creating the workflow (presumably you) needs to have permission to modify other peoples permissions. If you need more clarification on this please let me know and I will try to provide such.

    Another article I found on technet after trying to find documentation on Impersonation Steps, may be helpful to you.

    http://social.technet.microsoft.com/Forums/en-US/sharepoint2010customization/thread/f33ab665-31c1-4395-b734-522563c3eb74/.

    Hope this helps you out! If it resolves your issue please mark as answer!

    -Zach Little

    miércoles, 02 de mayo de 2012 15:07
  • Hi

    this doc will help you

    http://sharepoint.mindsharpblogs.com/Tamara/archive/2012/04/30/Change-Permission-of-an-Item-Based-on-Status-of-the-Item.aspx


    Romeo Donca, Orange Romania (MCSE, MCTS, CCNA) Please Mark As Answer if my post solves your problem or Vote As Helpful if the post has been helpful for you.



    jueves, 03 de mayo de 2012 11:51

Todas las respuestas

  • Hi,

    Using your workflow add a permissions item, which gives whoever you do not want to edit the document Read Only permission.


    SharePoint 2010 MCITP & MCPD | Office 365 MCITP My Blog | My Work

    lunes, 30 de abril de 2012 5:23
  • Thanks for reply,

    Can you explain little bit more please beause i have a document libarary and we are manually starting the workflow of approval (OOB) now if the document once approved by the approver then he /she can not edit the document althogh he or she has the edit permission for approving the document .

    is there any way to restric the editing of document once approved by the user mean same apprver can not edit the document once approved by him.

    After completing the task he or she can not edit the document please suggest the best approach

    Regards


    lunes, 30 de abril de 2012 5:33
  • Hi,

    You will want a custom workflow to achieve your goal, you can create one through SharePoint Designer.

    Regards,


    SharePoint 2010 MCITP & MCPD | Office 365 MCITP My Blog | My Work

    lunes, 30 de abril de 2012 7:22
  • Hi,

    Are you using the oob workflows for the above task and you are using the SharePoint 2010 write client object model to modify the user permissions

    Or else create designer or visual studio workflow write your logic for task after that you can modify the user permissions

    Or Create Item updating event receiver to modify the user permission to readonly. 


    lunes, 30 de abril de 2012 13:06
  • What version of SharePoint 2010 are you using, you can look at IRM (Information Rights Management) as a potential solution.

    Steven Andrews | SharePoint Professional | http://www.twitter.com/backpackerd00d | https://baron72.wordpress.com/

    martes, 01 de mayo de 2012 15:31
  • Got your solution I think:

    You will need SharePoint Designer to create a workflow capable of doing what you require, good news it Designer is free!
    32 Bit- http://www.microsoft.com/download/en/details.aspx?id=16573
    64 Bit- http://www.microsoft.com/download/en/details.aspx?displaylang=en&id=24309

    So, what you are going to do, is you are going to create a new workflow. In this workflow setup the approval process for the workflow. Once you have your workflow setup to accomplish the approval task you are going to add a new step after it. This step is going to be an Impersonation Step. To create an impersonation step, click on the blank space below everything, and then from the toolbar click impersonation step. (More information here on impersonation steps http://www.learningsharepoint.com/2010/07/31/impersonation-in-sharepoint-designer-2010-workflow/)

    Inside the impersonation step you are going to want the condition "If field in current items equals value" and set this to "If (Status or Approval Status) equals (Complete or Approved)"

    Underneath add the action "Remove List Item Permissions". This will ask you for a list of users that you want to remove permissions from for the current document. Add the specified users and remove the Design, Contribute, and Edit permissions for the current item. This step will be run as the Workflow Author, so the person creating the workflow (presumably you) needs to have permission to modify other peoples permissions. If you need more clarification on this please let me know and I will try to provide such.

    Another article I found on technet after trying to find documentation on Impersonation Steps, may be helpful to you.

    http://social.technet.microsoft.com/Forums/en-US/sharepoint2010customization/thread/f33ab665-31c1-4395-b734-522563c3eb74/.

    Hope this helps you out! If it resolves your issue please mark as answer!

    -Zach Little

    miércoles, 02 de mayo de 2012 15:07
  • Thanks for reply,

    it mean that i have to do all things in workflow once approved the document i have to update the permission of users to read only am i right?

    is there any alternate to achieve this .

    Regards

    jueves, 03 de mayo de 2012 11:43
  • Hi

    this doc will help you

    http://sharepoint.mindsharpblogs.com/Tamara/archive/2012/04/30/Change-Permission-of-an-Item-Based-on-Status-of-the-Item.aspx


    Romeo Donca, Orange Romania (MCSE, MCTS, CCNA) Please Mark As Answer if my post solves your problem or Vote As Helpful if the post has been helpful for you.



    jueves, 03 de mayo de 2012 11:51