I am looking to confirm a default permission behavior for lead owners.  When setting or resetting an owner on a lead, no default permissions for that user are created for the user owner for that lead.  This is a different behavior than for example Accounts, Contacts, and Opportunities, whereas these records get default permissions based on the owner (along with other permissions).  Why does the Lead object not have the same automatic behavior as the other objects concerning/setting owner permissions?  This seems inconsistent.

Of course this can be resolved via a business process, but I curious if this is intended by design or is there a configuration setting I am not aware of to enable the owner permission behavior for leads.

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Found my answer here (https://community.bpmonline.com/discussion/10192).  By setting the Owner property of the Lead object to "Owner", I get the same behavior as Accounts, Contacts, Opportunities etc...  Not a simple configration setting, but a propterty change of the object.  This change likely has to be saved in the Custom or specific custom package to stick within an instance.

I am curious that this isn't set by default to be consistent?

Dear colleagues,

Thank you for your feedback regarding this question!

For now we have a registered problem regarding this functionality, we will change this logic in the future releases. As a workaround now you can use this article https://community.bpmonline.com/discussion/10192

 

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If you have followed necessary steps of Web to Lead form setup, pasted the generated code to the website, and leads are not being registered, than you should check the system settings ‘Username for Registering Leads from External Resources’ and ‘Password for Registering Leads from External Resources’. :

These settings are required for requests’ to the service authorization.  Respectively, all the incoming leads will be created on behalf of the specified user.

In case if correct username / password won’t be set, the requests will be rejected as unauthorized, and leads will not be created.

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We often get questions on the purpose of Web Forms functionality of BPMonline CRM and how it can be enabled.

You can use external web forms to automate lead registration in the system. As a result of filling in a web form on your website, BPMonline CRM will automatically create a lead that will contain data entered in the web form.

To manage web forms you should have access to ‘Manage Web Forms for External Resources’ system operation. Once you’ve got this access you will have ‘Web Form Setup’ option available in the Settings button menu on the Home page as well as in the Actions menu of the Leads Section.

Your next steps would be to select list of fields to be included into web form and set their default values (if necessary). Based on this, BPMonline CRM will generate the HTML code of the web form. To obtain the code, select the ‘Web Form Code’ command in the Actions menu of the web form registration page. Copy and paste this code into your website page and you’re ready to go!

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