Permissions

Different permissions are available for adding, deleting and switching elements, and editing element values. Disallowing them all makes an element read-only. When you remove the permissions for viewing an element, operators cannot view or edit the element.

Note: In the Content editor, both the Outline and the Element pane reflect your permission settings.

Permission types

The following permission types are available:
Item Description Notes

View element

Shows this element in documents created from the template.

If you deactivate this option, PLA 3.0 hides this element in documents created from the template, but still uses it in calculations and other processes.

Edit value

Allows users to change the value of this element in documents created from the template.

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Switch element

Applies to elements that belong to a set of options. Displays the current element in a drop-down box that allows users to switch to another option.

If you deactivate this option, PLA 3.0 does not display the drop-down box and users cannot select an alternative.

Delete element

Makes the Delete command available for this element if the element is not required by the document type.

If you deactivate this option, PLA 3.0 does not display the Delete command in context menus for this element.

Add child element

Allows users to add subelements to this element.

Subelements are not available for all element types. The availability of subelements for a particular element type also depends on the document type.

Apply to descendants

Applies the protection settings of the current element to every subelement of the current element.

This command permission to all subelements irrespective of whether PLA 3.0 displays them in the Content editor.

Field restrictions

When using permissions in a template to restrict access to elements, documents created from this template can have field restrictions. Fields can be restricted such that they are invisible or read-only. Removing the View element permission sets a field to invisible, removing the Edit value permission disallows any changes to the field content.

Note: This setup describes the general behavior. Which field restrictions are applied to a specific element depends on the document structure, the permission setup as such, and whether you applied your permission setup to descendant elements.

Elevated permissions

Elevated permissions allow you to override settings provided by the template. Use them, for example, when troubleshooting your template setup to edit the values and field protections set by the template. Use the Open with elevated permissions entry in the File menu to open a document with elevated permissions.

Note: To perform this action, you require the Edit documents with elevated permissions task permission.