Binding the access rights related to Dynamic folders via package
Hi Team,
Kindly suggest an approach to data bind the access rights related to Dynamic folders and transfer it as a part of the package.
These dynamic folders are configured for sections both custom and out of the box (Accounts/Contacts/Activity/Leads/Opportunity)
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Hello Dharini,
Hope you're doing well.
It's not recommended to bind the access rights to the package. All system administration settings like object permissions, operation permissions, roles, users, distributed licenses must be set up in the production environment directly.
However, you may find this Creatio community post useful if you would like to try to transfer access rights using an SQL script in the package:
https://community.creatio.com/questions/how-can-we-bind-access-rights-data-section-dashboard-2
In your particular case the needed table like Sys[SectionFolder]Rights.
Best regards,
Roman
Roman Rak,
Hi Roman. Can you share why it is not 'recommended'?
We have heard different versions from different sources in Creatio. The take away for us has been that - It is 'feasible' to data bind access rights in a package but not 'recommended'.
Hello Dharini,
At the moment, the mechanism for import/export of access rights, the structure of organizational/functional roles cannot be performed using the basic tools, as far as it complex for the architectural implementation. Our R&D team is currently working on its implementation and it will be available in future releases.
About the question of why it is 'not recommended':
from a development point of view, this business task is complicated, since unique record IDs are created for each system, so that's why we do not recommend transferring access rights by development. And in case you decided to bind this data and transfer to another environment we suggest checking all changes on the copies before delivering it to the prod sites.
Best regards,
Roman
Roman Rak,
Thank you Roman. So it is more about skill than anything to do with the product.