I have created a custom role by copying the CSR role; I have added some permissions but have only limited Delete settings (from Org to User), so there not any fields in the new role omitted from the copied CSR role. However, now, when a user adds a phone call from the "+" in the Activities sub-grid, the form loads but without the current User in the Call From field. Does anyone know the exact part of the security role is covered by this?
BizNet Software, Inc.
To make the call from automatically filled by the current user, you should have privilege to User entity as well.
Append to and Read
Activity: Append access
If you dont have the User Append To and Read Privileges, you will not be able to link Activity to User :
If you dont have Activity Append priv, then you will receive this error, eventhough you can see the Call From at the very first time.
<Message>Principal user (Id=4cd89924-c5e1-e311-941c-001cc4eecdd6, type=8) is missing prvAppendActivity privilege (Id=78777c10-09ab-4326-b4c8-cf5729702937)</Message>
If you have all of the privileges, you can have this:
So, summary, you should have at least these Security Roles:
1. User : Read & Append To
2. Activity : Append
Hope it helps!
Thanks so very much for your help...worked perfectly!