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expense claim application - how to set up item level permissions on expense claim document set

Posted By:      Posted Date: October 06, 2010    Points: 0   Category :SharePoint

Hi All,

I want to create an app that replaces the existing paper-form based expenses reimbursement process with a SharePoint solution.

I have created a content type called an Expense Form Set ( it includes an excel sheet for the user to enter expenses and also includes any digitised receipts associated with the claim )

The claimant can create an expense form set in an Expense claims document library and the Expense Claims Approver is notified, they approve or reject and reimburse if necessary.

however there is a stumbling block.

How do we prevent anyone else other than the person who submitted the claim and the person who needs to approve/reject from seeing the expense claim.

Is turning on content approval the only way to do this.

If so then the act of approving the content will make it visible to anyone else who has view or contribute access to the library.

thanks and regards,


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