Dynamic way of implementing Note Security (not Note Template) — Cloud Customer Connect
You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

Dynamic way of implementing Note Security (not Note Template)

We have a requirement where Power Users will create Note Templates, and End Users will enter commentary into Notes.

Is there a way for Power Users to provision write access to Notes dynamically (or in an automated way)? Or must Power Users manually assign write permissions for each individual Note once the template is applied to a report?

Reading: Security - Roles and Access for Note Templates and Notes

When a template is created, Power Users can assign Administer/Write/View access to the Note Template. However, for the Note itself, only Write (submit text) and View (read-only) are available once the Note has been created.

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!