I am new to this organization to which I now work and have had to pick up where my predecessor who left without a lot of info in his wake.
One issue I cannot seem to resolve on my own is that of consistently deploying new smart-lists.
I have learned we have deployed hundreds of these across the organization over the years which are no more than spreadsheet lists of GL account transactions segregated by each business unit. I have been partly successful in taking an excel file that works and editing it's connection info, and creating a corresponding view in the requisite DB. I then duplicated the perms on the view with one that works for others (which is no more than the dyn user group) .
This works MOST of the time but not all. I then looked at the user themselves to determine if there is a pattern to GP users to NON GP users to uncover a pattern that way but to no avail.
GP logins do not seem to be needed as we have been doing this successfully without them for many dozens of these spreadsheets. What am I missing in the security model as pertains to particularly NON GP users ?
(Oh yeah I know that's probably not textbook but as I said I'm new here so - baby steps on making a process change in that regard)
*This post is locked for comments
I have the same question (0)