Hello all,
Is there a way to block users from copying records? I can't find any operation permission but we're trying to force user's to create new records rather than copying existing records.
Like
Hello,
In Creatio, you can manage user permissions to control access to various operations, including creating, editing, and deleting records. However, there isn't a specific permission to block users from copying records directly.
To achieve your goal of preventing users from copying records, you can consider the following approaches:
Custom Business Rules: Implement custom business rules or scripts that prevent the copying of records. This can be done by adding validation logic that checks if a record is being copied and then prevents the operation.
User Permissions: Review and adjust user permissions to limit access to certain records or fields. While this won't directly prevent copying, it can restrict what users can do with the records they have access to.
Training and Guidelines: Educate users on the importance of creating new records rather than copying existing ones. Provide clear guidelines and training to ensure they understand the process and the reasons behind it.
Audit and Monitoring: Implement auditing and monitoring to track record creation and copying activities. This can help you identify and address any instances where users are copying records inappropriately.