Restrict Visibility by Profile

Questions about and code samples for adding visibility conditions within Select
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Joined: Wed Sep 26, 2018 1:24 pm

Restrict Visibility by Profile

Post by kendale.wyatt » Mon May 06, 2019 10:42 am

Is it possible to restrict document visibility by profile without having to create a new document tree?

Posts: 1132
Joined: Wed Jan 15, 2014 3:50 pm
Location: Raleigh, NC

Re: Restrict Visibility by Profile

Post by BobRichards » Tue May 07, 2019 10:12 am

I'm not sure what you mean. Visibility conditions can be added to individual ReadyDocs as well as ReadyDoc Tree folders. You are free to create any logic condition in the Visibility Condition you want. If you need to incorporate the order's ownership profile's full path in the logic, it is available at "Order.OwnershipProfile.Path".

Code: Select all

# Only show when the Profile begins with Default\Titan Settlement Services\Southeast
path = Order.OwnershipProfile.Path
return path.lstrip().startswith('Default\\Titan Settlement Services\\Southeast’
Notice that you need to double the backslashes inside of Python single or double quotes since a backslash has a special meaning: Backslash (escape) sequences.
Bob Richards, Senior Software Developer, SoftPro

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