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Files in read-only mode - prevent any changes for the user

New Here ,
Jul 17, 2024 Jul 17, 2024

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Hi all,

 

We have users opening inD. pages in read-only mode (by mistake), but whenever they try to save the documents, then they realize they can't (unless they save it in another folder where they can read/write).

The process is correct (in not saving the changes), but the issue is that users can work on documents for hours before they realize that they opened the pages on read-only.

 

My questions are :

- is there a way in inDesign to prevent any modification (text modification, placement, moving placeholders, etc.) to the document once it is in read-only ?

- is it possible to display a popup message, big enough to be visible, or any visual alert, stating that the current document is in read-only (instead of the merely visible read-only title next to the document name) ?

 

Thanks !

TOPICS
Feature request , Import and export , Scripting , Sync and storage

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Community Expert ,
Jul 17, 2024 Jul 17, 2024

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I'm probably missing something, but how do you open InDesign files "in read-only mode"?

 

but whenever they try to save the documents, then they realize they can't...
the issue is that users can work on documents for hours before they realize...

 

In any case, does it mean that they work for hours without saving the file? Then you need to address this issue first. 

 

Once your users get into the habit of saving their files constantly (that is, at least every few minutes), your problem will be solved.

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New Here ,
Jul 25, 2024 Jul 25, 2024

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Hi leo.r,

 

Thanks for your answer.

 

Actually, we are using an editorial CMS that stores and manages the inDesign files. So basically, from the app, the user can select a document and edit it in inDesign. The thing is that if the document is already opened by someone (alhtough they can see it is locked), when they try to edit it, it opens in inDesign in read-only.

 

You're right, constant saving should be a habit, but generally newsroom user habits are generally hard to change 🙂

 

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Community Expert ,
Jul 25, 2024 Jul 25, 2024

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quote

Hi leo.r,

 

Thanks for your answer.

 

Actually, we are using an editorial CMS that stores and manages the inDesign files. So basically, from the app, the user can select a document and edit it in inDesign. The thing is that if the document is already opened by someone (alhtough they can see it is locked), when they try to edit it, it opens in inDesign in read-only.


By @shoebk26607323

 

If I understand your setup correctly, then it looks to me that the issue is with your CMS. Ask its developers to add a warning dialog that will pop up when users open locked files.  

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Community Expert ,
Jul 25, 2024 Jul 25, 2024

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quote
 

 

If I understand your setup correctly, then it looks to me that the issue is with your CMS. Ask its developers to add a warning dialog that will pop up when users open locked files.  


By @leo.r

 

CMS rather shouldn't allow to open file that is already in use... 

 

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Community Expert ,
Jul 25, 2024 Jul 25, 2024

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CMS rather shouldn't allow to open file that is already in use... 

By @Robert at ID-Tasker

 

Yeah, that too.

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Community Expert ,
Jul 25, 2024 Jul 25, 2024

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quote
quote

 

CMS rather shouldn't allow to open file that is already in use... 

By @Robert at ID-Tasker

 

Yeah, that too.


By @leo.r

 

Not "too" but rather "in the first place". 

 

If CMS doesn't have FULL and TOTAL control over it's assets - and someone can open files outside of the CMS - then this CMS is useless... 

 

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Community Expert ,
Jul 17, 2024 Jul 17, 2024

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@shoebk26607323

 

Lock all layers. 

 

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New Here ,
Jul 25, 2024 Jul 25, 2024

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Thanks Robert for your answer.

 

Alas, trying to convince all the end-users to lock all the layers before saving (and unlock all the layers before modifying a document) would be almost impossible.

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Community Expert ,
Jul 25, 2024 Jul 25, 2024

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Thanks Robert for your answer.

 

Alas, trying to convince all the end-users to lock all the layers before saving (and unlock all the layers before modifying a document) would be almost impossible.


By @shoebk26607323

 

Your CMS could / should do it... 

 

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Community Beginner ,
Aug 05, 2024 Aug 05, 2024

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