Managing KnowledgeTree > DMS Administration > Security Management > Dynamic Conditions | KnowledgeTree Document Management Software

Dynamic Conditions

Managing KnowledgeTree > DMS Administration > Security Management > Dynamic Conditions

The following tasks are performed in the Dynamic Conditions section of Security Management in DMS Administration:

•	Add New Dynamic Condition

•	View / Edit Existing Dynamic Condition

•	Run Dynamic Conditions

•	Assign / Remove Dynamic Conditions

What is a Dynamic Condition?

A dynamic condition is a system rule that allows or disallows a specific action on documents and folders that match a set of predefined criteria - i.e. documents added after a certain date, or that were added by a specific user.

Dynamic Conditions and Saved Searches

A dynamic condition is similar to KnowledgeTree's Saved Search function. A dynamic condition comprises a criteria set, and is run like a saved search, where the system returns a documentation set that matches the criteria. The difference is that dynamic conditions are used to apply permissions selectively on the content defined by the dynamic condition.

Why 'Dynamic'?

Dynamic conditions are based on editable criteria, and the content where the condition is applied (documents and folders) is not static. KnowledgeTree runs a dynamic condition on all content in the repository that currently matches the criteria of the condition. Results include recently added content, and excludes content that no longer exists or that no longer matches the criteria.

Dynamic conditions are implemented on a selection of documents in the repository, and these documents are mapped to the dynamic condition through the criteria currently configured for the condition.

How are Dynamic Conditions Configured and Applied?

A dynamic condition is configured globally through KnowledgeTree's DMS Administration module - in the Dynamic Conditions page of the Security Management section. Dynamic conditions are assigned, and unassigned, on the folder level, when setting up permissions on the folder. Dynamic conditions are also assigned in the Workflow configuration task, where they are applied as a Guard permission - e.g. any user who wants to transition the workflow to a new state must be assigned a guard permission to do so. A dynamic condition is used to create a Guard permission for transitioning a Workflow to its next state.

At which level of content is a Dynamic Condition applied?

Dynamic condition criteria includes the following parameters:

•	document metadata - name, type, author, publish date, etc.

•	the content within the document

•	transactional information for a document - check outs / check-ins / moves / copy actions / etc