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 0

Like

1 comments

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

 

Show all comments