Excel Workflow Set Permission Plug-in Properties

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The Excel Workflow Set Permission plug-in enables you to set read-only permissions for the users or groups associated with the data file and/or supporting documents in the custom workflow.

For the Team from Role type task with the Allow Replacement property to True, the second user is notified if the file is already checked-out by another user.

Notes:

  • It is recommended that you add the plug-in in the beginning of the workflow so that the supporting documents and data files are locked throughout the process.

  • You must republish the solution after adding the plug-in.

Prerequisite:

On adding the Excel Workflow Set Permission plug-in after the Start node, you must add the Wait plug-in or an activity between the Start node and the Excel Workflow Set Permission plug-in.

Parameters:

Permissions
  • Read: Sets the Read permission. You can select if you want to set the permission for data file, Supporting Document or both, by selecting the radio buttons corresponding to them.
  • Inherit from Parent: Resets the unique permissions and inherits the permissions of that data library.

DataFile

Select the Yes radio button to set permissions for the data file.

SupportingDocument

Select the Yes radio button to set permissions for the supporting document.

Behaviour when Allow Replacement property set to True

If the Allow Replacement property has been set to true, the assigned user will be able to make changes and complete the tasks related to a read-only data file.

Behaviour when Allow Replacement property set to False

If the Allow Replacement property has been set to false, the data file will open in a read-only mode. The assigned user cannot make any changes, but can complete the task.

Known Issues and Limitations

  • Any user can delete the Supporting Doc using Manage Supporting Documents in the Excel Add-in if the Allow Replacement property is set to true.

  • The Approve or Reject buttons for the custom Excel workflow tasks are not visible to the user when the data file is opened directly on a browser from the SharePoint document library interface in Excel.

  • Version history is not maintained for the archived data files.

  • The data files, set to read-only permissions using this plug-in, loose properties when the Move Archived Data job is run.

  • The data file originator can create a file version with changed data, even when the data file has been set to read-only permissions using this plug-in.

  • Users can update meta data using the Set Column plug-in even if the data file is set to read-only using this plug-in.

  • Users can perform a manual run of the task even after the data file is set to read-only, by using the plug-in.