Hi D365 Marketing Team,
I'm having issues trying to troubleshoot one of my roles for my client.
Requirement:
I have to create a custom activity (Approval Activities) which allows users to only approve their activities linked to 'Campaign'.
Users can see all 'Campaign' records, but only able to update their Business Unit 'Campaigns. That's working.
When an approval activity gets created for the relevant approver (for Approval Activity).
Only that approver (user) can update their records linked to 'Campaign' record.
This is my current setup and its not working. Users are able to update each others approval activities:
Campaign section:
What we also picking up:
If campaign owner captures the Campaign (or I assign him/her a campaign), they can edit all of the activities (even though his role is Read=Basic(User) privilege). If someone else owns the Campaign then they can't as we intend.
Please assist?
Thanks
Hi Nya, we looked further into it. I had to change 'Type of behaviour' = Cascading and change 'Reparent' = Cascade none. This resolved this issue. Thank you so much.
Hi Nya,
We had no luck with your suggestion. We have users who own the Campaign record are still able to amend related activities linked to their campaign. That should not be the case.
Hi Nya,
I'll check this out and get back to you. Thanks and definitely will do.
Regards
Greg
Hi,
Please check the Relationship Behavior between the two entities.
Here is the reference documentation about it.
You can achieve your request by adjust the type of behavior.
André Arnaud de Cal...
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