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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 are 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 between saved searches and dynamic conditions is that a dynamic condition is used to apply permissions selectively on the content defined by the dynamic condition.
Dynamic conditions are based on editable criteria, on content (documents and folders) that change. When running a dynamic condition, KnowledgeTree returns content that matches the criteria at the time you run the condition. Returned 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.
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Dynamic conditions are configured globally through KnowledgeTree's web interface - in Administration - Security Management - Dynamic Conditions.
Dynamic conditions are assigned, and unassigned on folders, 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.
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 |
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