Hi, im the admin of our CRM and im having problems when anyone else tries to Assign a contact for examle to somebody else. every time we try, an error sign appears and i don't know why its happening. Thanks.
are all the workflows the workflows being executed as the same owner of this workflow, check the administration tab to see if the same, presumably they're all owned by you?
Looking at the workflow you have a script that sends an email running as a real-time workflow.
The quick fix is to toggle the "ejecurtar este flujo" switch so that the plugin runs in the background rather than running it within the assign record transaction - that's best practice anyway...
You will then also need to see why the email isn't being sent out but the sesiones de preceso will show you the processes that have errored and allow you to identify what the issue is.
Hi,
Im in the settings of the workflow and cant find where have i "restricted" the access to other users. I have 5 other workflows which are practically the same and should have the same settings. however, only this especific one is giving me problems. This are the settings: (sorry for the spanish but everything is in the same place as english)
Hi,
Check workflow "Notification de Asignacion de Contacto". You have there a step that requires user to have certain privileges.
Check what entities are involved in that workflow and check security roles for user that executes this workflow.
Hope it helps :)
Hi, could you help me find the problem?? i dont know what to look for here:
should be able to download the error file and it will tell you the missing privilege, also check append and append to permissions for the entities in question
I have already checked the security roles and the box you marked is a green circle on my settings so they should have "all rights" to do it. I tried to put it in your option just in case but it still gives me Error.
If you can do it and the other users cannot you will need to check the security roles of the user and ensure they have assign rights (of the correct level) for the contact entity...
Most roles only allow users to assign contact they are the owner of to other users so you may need to give them greater rights if you want them to be able to assign a contact they don't own to another user.