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Why is the Behavior for Document Reference Field on Objects with Reference Constraint "status__v = STEADYSTATE()" Different for Vault Owners and Non-Vault Owners?

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Question:

Why is the behavior for Document Reference Fields on Objects with reference constraint status__v = STEADYSTATE() different for Vault Owners and non-Vault Owners?

Answer:

The reference constraint will look at the most recent document version to determine if the criteria is satisfied. If the criteria is not satisfied on the most recent document version, the constraint will not look at previous document versions.

Example Scenario:

  • A user has View permission for a document's Steady State (version 1.0)
  • A user does not have View permission for the latest version of the document that is in the Draft state (version 1.1)

Behavior:

  • The user will be able to select the previous Steady State version (1.0) of the document in the Object (Documents) field as the reference constraint sees this as the most recent version available to the user and the criteria is satisfied.
  • The Vault Owner will not be able to select the previous Steady State version (1.0) of the document in the Object (Documents) field because the Vault Owner has permissions for all document versions. Therefore, the reference constraint looks at the latest Draft version (1.1) of the document where the criteria is not satisfied. 

Related Documentation:

Vault Help Documentation: Configuring Reference Constraints

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