Records Management Folder Visibility

[Former Member]

Hi All,

I am exploring the Visibility (Visible in Roles) setting in Records Management. Our Record model is in Release status and we are now trying to restrict access to a folder based on a role assignment. When we assign a role to the folder which we would like to secure / restrict, it does not propagate to all the records which are part of this model.

For the visibility setting to propagate to all the records, should the record model exist in Initial status or can this setting be updated in the Release status too? Why is the visibility setting maintained in the record model not propagating to the individual records?

Thanks,

Jay

[former_member1173695]

Hello Jay!

Maybe you need to set automatically sync record model with old records?

Open tr. SRMREGEDIT, find your record element id, open it. Then open tab where you typed MODEL_ID, find parameter MODEL_SYNC_METHOD - set it to "A".

after that when you will open old record it will ask you to save it, after save record model should be updated.

With regards,

Mike.

[Pragya_Pande]

Dear Jay,

Such changes I am afraid, do not work for existing nodes of record model. If you add a new node to record model with all roles etc set up then the sync process will create the new node in records with the given metadatat(metadata is the roles, free attributes, anchor etc ). For existing node, if you change anything then than cannot be propagated to existing records. You will need to manually change visibility for each existing record. If you create new record after changing in record model then new record will have correct data.

Best Regards,

Pragya