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whats the best way to keep sharing records with approvers?

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Posted on by bp3378

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My scenario is I have requesters and multi level approvers. All the security roles are set to where they can only read their own created records. So with this as the base, how can the approvers see the record that was sent to them by the requester. The requester selects approver1 in the main form. Email will be sent to approver1. Approver1 approves, then selects approver2. So Here I want approver1 and approver2 to see the record.

How can I do this dynamically?

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Bipin D365 28,983 Moderator on at

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Hi,

I totally agree with you.

You should go with access team approach.

www.mibar.net/.../

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bp3378 190 on at

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Hi Bipin Kumar,

I looked into the power automate and I thought of using access teams when sharing each record. But my question now is, because each request the user creates, each request will be shared with the 2 approvers. And each request could have different approvers. My worry here is the POA table I keep reading about. Since each request will be shared to the access team, the POA table will grow. Will this be an issue for me and if so what other alternative or solution do you recommend in order for the approvers to see he requests?

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Bipin D365 28,983 Moderator on at

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Hi,

You can use power automate to share record with approver

www.chadalthaus.com/.../unbound-actions-how-to-share-and.html

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