Make a Document Type Visible or Read-only

Document Type Visibility is an action used in the Rule Panel to control the visibility and access permissions of specific document types in the Document Panel of a form. This action is typically triggered by an event, such as a workflow step, user action, or form load, to dynamically show, hide, or restrict document operations for selected document types.

Properties and Explanation

Here are the steps to follow in order to use the Document Type Visibility action:

Document Types: Specifies the document types (by name) to which the visibility and access settings will be applied. You can enter one or more document type names, separated by commas.

Hidden: If checked, the selected document types will be hidden in the Document Panel. This hides upload, manage, and delete options for those types.

Read Only: If checked, the selected document types will be set to read-only. This disables upload and delete actions for those types, but allows viewing.

Allow Upload: If checked, upload is enabled for the selected document types, even if "Read Only" is also checked. Delete remains disabled.

Remove Type: If checked, the selected document types will be removed from the Document Panel.

• You can combine these options to achieve the desired access control for each document type.

• The action updates the Document Panel immediately, reflecting the new permissions and visibility.

Full Configuration Example

Below is a screenshot of the Document Type Visibility action configuration, showing all properties set for Document Types, Hidden, Read Only, Allow Upload, and Remove Type:

• In this example, you can select one or more document types and configure their visibility and permissions as needed.

• When the action is triggered (such as on workflow step or user action), the Document Panel updates to reflect the new settings for the specified document types.