Attachment Categories - opinions please

Started by Andrew Carrick, June 24, 2011, 08:02:33 AM

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Andrew Carrick

I'm considering deleting a Category (for reasons to boring and complex to explain) and have just tried doing so with a test entry. It appears that the absence of the category does not affect user access to the attachnment itself, which is great.

Anybody got any experience of doing this and any any problems to be aware of?
Jelf Insurance Partnership
Hull, East Yorkshire, UK
Me and TAM used to have a thing but we've split amicably. She got the kids, I got the Camaro and the maid.

Matthew Udovich

It will (or at least it does on our system) when you turn security on (sorry I can't remember where this change was done on our system, it was way back in my first few months here that we made this change) and start limiting access to attachments.

I forget the exact category but it was something like this, we used to have photograph and someone must have thought that to long to type so they deleted that and started using photo, so anytime someone needs to see those old photographs, I had to go change the code to photo, i ran a report and did this all at once after the light came on as to why they could not access them.

Ray Alvarez

the only repercussions we've found is that you can no longer use the Filter option for the deleted attachment category.  So for example, if the category used to say "Policy" and you changed it to "Dec".  You can no longer have TAM filter to only show you "Policy" attachments since it was deleted.  The individual attachments will still be there, but you have to find them manually by looking down your list.
Ray Alvarez, AAI, AIS
Petschauer Insurance Agency
New York City
TAM 2014;
Exchange; Win2003 Server; 15 Users
Upload, Download/TS/CL/PL

Alice

The reason they can still see the deleted category is they are most likely setup to "View All" at the higher level. If you ever need to restrict access on any category, like I had to recently, you will need to deny access at that higher level, then give access to individual categories. Once you do that, they can no longer view any categories that are not in the list.
Hope this helps.

Andrew Carrick

Thanks brethren. You were right Alice (did I ever doubt it?) - I could see these category docs because I have high-level View All but users don't generally.
Jelf Insurance Partnership
Hull, East Yorkshire, UK
Me and TAM used to have a thing but we've split amicably. She got the kids, I got the Camaro and the maid.