EAPreventUseAsFromDocOfAField

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Overview

Prevents documents from being used as "from documents" by setting the preventUseAsFromDoc flag to true. Controls document copy-from and reference relationships for security and data integrity.

When This Action Runs

  • Trigger: Manual execution or automated workflows
  • Target: DocumentFile entities that should be restricted from copy-from operations
  • Purpose: Security and data integrity control for document copying
  • Timing: On-demand when document access control is needed

How It Works

  1. Resolves field value from parameter to identify target documents
  2. Verifies target entities are DocumentFile instances
  3. Sets restriction flag preventUseAsFromDoc = true on target documents
  4. Applies immediately without requiring entity save

Key Difference from Allow Action

  • Restriction Direction: Prevents instead of allows copy-from operations
  • Flag Value: Sets preventUseAsFromDoc = true instead of false
  • Security Focus: Emphasizes restriction rather than permission

Parameters

Parameter 1: Field ID (Required)

  • Purpose: Identifies target field containing documents to restrict
  • Format: Field identifier or expression
  • Examples: sourceInvoice, lines.product, sql(SELECT invoiceId FROM ...)

Database Tables Affected

DocumentFile Entities

  • preventUseAsFromDoc - Flag set to true to restrict copy-from operations
  • Common Types: SalesInvoice, PurchaseInvoice, PaymentVoucher, JournalEntry

Business Use Cases

  1. Document Security: Prevent copying from confidential or completed documents
  2. Workflow Control: Block copy-from until proper approvals obtained
  3. Data Integrity: Stop copying from documents with known issues

SQL Monitoring Example

SELECT entityType, id, code, preventUseAsFromDoc
FROM (
    SELECT 'SalesInvoice' as entityType, id, code, preventUseAsFromDoc 
    FROM SalesInvoice WHERE preventUseAsFromDoc = 1
    UNION ALL
    SELECT 'PurchaseInvoice' as entityType, id, code, preventUseAsFromDoc 
    FROM PurchaseInvoice WHERE preventUseAsFromDoc = 1
) AS RestrictedDocs;

Important Warnings

⚠️ Operational Impact

  • Copy-From Blocking: Documents cannot be used as source for copy operations
  • User Experience: Copy-from buttons disabled for restricted documents
  • Workflow Disruption: May break automated processes relying on document copying

⚠️ Access Control

  • Permanent Effect: Restriction persists until explicitly removed
  • System-Wide Impact: Affects all users and processes
  • Field Validation: Invalid field IDs will cause action failure
  • EAAllowUseAsFromDocOfAField - Allows field to be used as document reference

Module: core

Full Class Name: com.namasoft.infor.domainbase.util.actions.EAPreventUseAsFromDocOfAField