Hi All,
I am in need of your expertise in the area of document approval in cFolders using status profile.
We have following business scenario in approval of documents in cFolders.
Scenario1 :
There are multiple document categories which needs approval from different users but at the same time, some of the user who are uploading the document in a category is responsible for approving the document at the other category as shown below. There are 2 options for creating the status profile and its drawbacks/constraints.
| Document | Uploader | Approver |
| Document A | User1 | User2 |
| Document B | User2 | User3 |
Option 1:
Create an single status profile for 'Document A' categories in which user1 is given authorisation to assign status profile & user 2 is provided with status transition authorisation
Drawback: User2 is able to change the status of 'Document B' since he is having status transition authorisation for the profile which is used in both the documents.
Option 2:
Have 2 separate status profiles for each of the document categories A & B.
Drawback: Tedious job to create status profile if we have more document categories and maintenance of user authorisation is an confusing task if user 2 has to be replaced with some other user.
Your views on this & any other options if you have, please let me know.
Scenario 2:
Every document in a category will undergo 3 different levels of release i.e. Level 1, Level 2 & Level 3. Each level is having one uploader & one approver as indicated above.
If we create a single status profile for all three levels of release, we do not have any problem since uploader & approver are same.
Drawback: In notifications, we are not able to identify the level of approval since the notification is same for all 3 levels.
The other option is again to create different profiles for different levels & document categories but this will be an huge task and maintenance is also tough.
Please suggest your views on this.
Regards,
Ravi