Authorization on initiative and item creation

Question

Hello!
Dear Experts,
Could you please comment on back-end RPM role customizing and front-end object authorization to do the following:
1. the portfolio structure of buckets contains two sections on the fists level: the first of them is to assign initiativs and the second is to assign portfolio items, items are assigned to initiatives.
2. the user should:
- read all of the initiatives in the first bucket
- create new initiatives and change just initiatives created by him or he is allowed to change in front-end object authorization
- of item of initiatives with read authorization at Item Dashboard of the second bucket the user should see (read) just items of initiative of the first bucket
- the user first creates initiative and then items of initiative. initiatives should be assigned to the first bucket and items to the second bucket.
3. back-end role should allow to read create and write items and initiatives of 2 from 5 Category values. And when user creates and changes initiative/item data then he should see just 2 from 5 Category values.
We implemented notes 1382703 and 1235897 but it didn't solved the problem.
We are implementing RPM 4.5.
Best regards,
Valerie

Answer 1

Hi Rohan,
Have you tried:
Administration -> System Initialisation -> Authorizations -> General Authorizations:
Authurisation Window: General -> Close Document = No Authorisation.
This will block the user from closing documents in the open Item list but also from other menu points.
Hope it helps.
Jesper