Transferring ownership of Documents when user is deqactivated | Community
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Tracy_Parmeter
Tracy_Parmeter
Level 3
March 28, 2025
Solved

Transferring ownership of Documents when user is deqactivated

  • March 28, 2025
  • 2 replies
  • 491 views

How is everyone handling the transfer of document ownership when a user gets deactivated?

 

When we deactivate users it deactivates their Workfront user account and removes the Workfront product from their console account, but if they own proof documents it will not deactivate their proof account. We need these proof accounts deactivated so they are not able to be added to future proofs.

 

We are trying to build a Fusion scenario that would identify if the user owns proofs before deactivating and if so transfer the ownership to the versions creator if different than the owner, or the owners manager. 

 

Has anyone developed this that they can share or have another way to handle this?

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Best answer by Sven-iX

Maybe this can help. (JSON attached)

It's a bit tedious because the Proof emails sometimes have that "+98765" added, and multiple users can show the same email (I see that in our Proof)

 

Edge cases to consider - the sample is a happy-day scenario

  • what if the person doesn't have an assigned manager?
  • what if the manager email is not in proof?
  • what if the uploader was deactivated prior?

Proof API is limited so I am using getProofsByRecipientEmail - proofAPI docs helpfully state to pull this in batches but I can't seem to find how to get the COUNT ...
 - So there are some caveats, see what works, and take a look at the proofAPI documentation, perhaps there are calls that suit your situation better. 

 

 

2 replies

Daniel_Clarke
Community Advisor
Daniel_ClarkeCommunity Advisor
Community Advisor
March 28, 2025

Hey @tracy_parmeter 

This is on the list of requested templates in Fusion - go like it here! 

 

 

Sven-iX
Community Advisor
Sven-iXCommunity AdvisorAccepted solution
Community Advisor
March 28, 2025

Maybe this can help. (JSON attached)

It's a bit tedious because the Proof emails sometimes have that "+98765" added, and multiple users can show the same email (I see that in our Proof)

 

Edge cases to consider - the sample is a happy-day scenario

  • what if the person doesn't have an assigned manager?
  • what if the manager email is not in proof?
  • what if the uploader was deactivated prior?

Proof API is limited so I am using getProofsByRecipientEmail - proofAPI docs helpfully state to pull this in batches but I can't seem to find how to get the COUNT ...
 - So there are some caveats, see what works, and take a look at the proofAPI documentation, perhaps there are calls that suit your situation better. 

 

 

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