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Users would liek to receive reminders when expiration date of a document attached to the notes is reached.
How can I add expiration date to the attachments in notes? is it even possible?
After the expiration date is reached the reminder email is send to the user and the customer contact.
Please advise.
IT WORKS!!! thank you very much Charan for helping out.
No, Note is not connected with activity. It is a different entity, but available under Timeline along with activities.
You can find Note entity under Core Records tab of a security role and grant permission.
In that case, you need to grant full access to Note entity, not Activity.
Yes, the users can access the records created in the custom entity.
In the custom entity user can see the fields "name" "due date" but they dont see the attachement file other users added in the "note".
The only time when they see other users attachement file is when they are the owner, or if they use the share option on the account entity which is connected to the custom entity.
Unfortunately changing the "type of behavior" to Configurable Cascading does not help.
User with security role admin can see all attachements ofc.
The security roles on those users are all set to organization on custom entity, account, activity.
As long as the user has organization level read access to the entity, user should be able to access the records irrespective of the business unit they belongs to. You may need to troubleshoot by tweaking the user's role permission.
BTW, can user access the records from advanced find?
When you say users cannot see attachments, is it custom attachment entity or note attachments?
-I created a custom entity with "notes" to add special attachments with due date reminder and added it to new form in account entity.
If users have org level access to activity entity, must be able to see the record. Please relook at the security role permission.
- users have organization level access to activity, account, custom entity but are in differen bussines unit.
Users having issue in accessing previous data or newly created (after relationship type change) custom entity records as well?
-previous data and new data created after relationship type and security setings changed. I create new record on those users each time I change any settings.
When you say users cannot see attachments, is it custom attachment entity or note attachments?
If users have org level access to activity entity, must be able to see the record. Please relook at the security role permission.
Users having issue in accessing previous data or newly created (after relationship type change) custom entity records as well?
Hi Charan,
Thank you very much, I was sure it will work, but unfortunatelly users still can't see each others attachments in notes for this custom entity.
I even changed, saved and published all relations in this solution to 'Configurable Cascading' but still the same.
I found hotfix which is, the user needs to use "share" option for the whole account, then other users can see the attachments, but it will not work because we will have soon houndred of accoutnts imported.
Please advise, thank you.
Hi MRak,
If you have created attachment as an activity entity, you need to change 'Type of Behavior' from 'Parental' to 'Configurable Cascading' under Attachment to Account (N-1) relationship, and update the behavior properties (Assign, Share, Unshare and Reparent) as per your requirement.
Please go through below links to understand relationship behavior.
- Charan
Please mark as verified if the answer is useful.
Hi Charan Raju
I have created the custom entity[attachements] with notes and with field 'expiry date' and a new process(reminder email) which works fine, but...
this custom entity is related to [account] entity which has a owner, and one user don't see the attachements of other users.
Only the owner of the account can see all atttachments and other users can see only the attachement they created.
The security roles for the new custom enitity[attachements] are all set to organization, as well as [activity] security role.
I do not know how I can solve this, please adivse.
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