Question:
A user creates a single or multiple document using the Vault API or Vault Loader (Bulk API), and the Lifecycle that the document is in has Override Rules applied to its Lifecycle Roles or Default Security is applied to the Document Type. Do users automatically get populated in the Sharing Settings according to the Override Rule conditions or the Document Type Default Security?
Answer:
No, users are not populated in the Sharing Settings automatically during document creation using the Vault API or Vault Loader (Bulk API). Users only get populated in the Sharing Settings automatically according to the Override Rule conditions or Document Type Default Security when the document is created in the Vault UI.
To do this in the Vault API, users need to make a Vault API Call to retrieve the Override Rules or Document Type Default Security for the document. Then, users need to make an additional Vault API Call or run a separate Vault Loader job to add Users or Groups to the document's Sharing Settings after it is created through the Vault API.
Related Documentation:
- Vault Default Users Documentation: Defining Allowed & Default Users for Document Lifecycle Roles
- Vault Document Type Documentation: Document Type Settings at All Levels
- Vault API Documentation: Create Single Document; Retrieve Lifecycle Role Assignment Rules (Default & Override); Assign Users & Groups to Roles on a Single Document