Sunday, March 23, 2008

How can I setup a lifecycle to use multiple permission set aliases that are resolved randomly?

Sample Scenario:
You would like to configure a single lifecycle to assign ACLs to documents based on the line of business using the lifecycle. For example, Company A uses this lifecycle so that stage 1 attaches ACL 1-a to the document, but Company B uses the exact same lifecycle so that stage 1 attaches ACL 1-b to a document.

1) Create a docapp

2) Create a new alias set, say 'DLC_Alias'
- Create some new permission set aliases in this new 'DLC_Alias' set.
-Citibank_ACL
-Chase_ACL
-Manhattan_ACL
Resolve the aliases to the desired values.

3) Create a lifecycle, add X states.

4) Add your new DLC_Alias set as a default alias set to your lifecycle.

5) Edit some of the states of the lifecycle,
Add a new action
- Select Set Permission Set
- Specify Permission Set Alias
At this point, when you select this option, you should then see the aliases 'Citibank_ACL, Chase_ACL, Manhattan_ACL'
You can specify this to the desired alias.

6) Check-in the Lifecycle.

When someone goes to apply the lifecycle, in Desktop and in Webtop, they should see the lifecycle as well as a list of available alias sets that can be used.

They select the desired alias set and apply.

As the document goes thru the lifecycle, various Permission Sets or "ACLs" will be applied to the document while in the lifecycle.

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