Change field "Created By" of Employee to visualize the record in some role
Hi!
How are you?
I hope can you help me!
I have a permission in Employees where the records created by "Operator Arcor" (Organizational Role) can only be seen by someone from that Role or a Supervisor
When I create an employee with the "Supervisor" user, I want to modify the "Created By" field to set it to the Contact of a user of "Operador Arcor" role, and in that way, to see that record within that role.
To do that, I create a business process where I modify this field if it was created by the Supervisor, but for some reason I do not see the record in the Employees section when I log in with a user of that role
am I still missing something more in the process?
The fields that I update are "Created By" and "Owner".
The same test with Contact instead of Employee works ... That is, I can see the contacts with some user of the role "operator Arcor", where the field Created By was set through the business process
King Regards!
Ezequiel!
Like
Dear Ezequiel,
The default access rights for the record are distributed while the creation process. In other words, when you change the owner or the created by filed using a business process, the rights won't be re-distributed.
In your case, you just need to add the [Change access rights] element after you change the owner and the author of the record to redistribute the rights to the corresponding users. The more detailed info about this element: https://academy.bpmonline.com/documents/technic-bpms/7-11/change-access-rights-process-item
Best regards,
Lily