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Bentley Infrastructure Cloud IDEAS Portal - New
Status Future consideration
Created by Paul Houghton
Created on Mar 18, 2024

Node - Service Tasks - Lock Matrix

As a workflow designer I want to be able to lock a document to a user based upon metadata set against the document.

E.g. If the document is for work package 1 then lock it to the Architect.

This is effectively a corollary to the distribution matrix but for document locking.

Requirements
  1. Add a new lock matrix section to the lock document service task.

    1. Indicate how many rows have been configured.

  2. Either a single role OR a matrix may be configured. Not both:

    1. If "Lock to" is blank, there must be a row in the lock matrix.

    2. If the lock matrix is empty, there must be a "Lock to" value.

  3. The lock matrix shall be similar to the distribution matrix, the differences are:

    1. A document may only be locked to a single role. (The first matching role will be applied. This is different from the distribution matrix.)

    2. The only fields for each set of criteria are:

      1. "Lock to"

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