The action step - Add Readers - has been changed; this action allows new readers to be added to a document, making the reader see the document.
Where the action can be used:
Workflow
Parameters:
Readers (type: text or text array) - readers to add, user email or user group name, or a formula returning one or an array of emails or group names.
Remove previous (type: logical value) - If a value of TRUE is entered, the previous readers lose their rights. If a value of FALSE is entered, the previous readers retain their privileges.
Note: Assigning readers in subsequent workflow steps
If a user is assigned as an editor at a given workflow stage (e.g., stage X), they automatically lose editing permissions in subsequent workflow stages and become a document reader. This applies until they are reassigned as an editor in subsequent steps or until other actions that change permissions are applied, such as those affecting editors or readers.
Example 1.
If, in the second step of the action, the "Clear previous" field is set to TRUE, the newly selected user (user2) is granted document reader permissions. This means that the previous editor (user1) loses their reader permissions, and user2 becomes the sole reader of the document. This action also removes all readers assigned in previous states.
Example 2.
If the "Clear previous" field is set to FALSE or left blank, previous readers retain their permissions. In this case, both user3 and user4 have reader permissions, just like all users assigned in previous states.
Version older than 2.2
Add Readers - Adds readers to a document, reader is a person who can read a document. This action step leaves the readers from the previous state and adds the users listed in this action parameter to them.
The person who was the editor of the app, but is no longer an editor in the next state, automatically becomes a reader in that state. After the Add Readers action step, the editor of the previous state is still the reader of the next state.
Where you can use action:
Workflow
Parameters:
Readers (text or array of texts) - user email or name of a user group, formula that returns one or an array of user emails or user groups.
Example:
=array(‘john.smith@qalcwise.com’, ‘UserGroupName’)
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