Security Role with Custom entity

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I've added a chart to some forms - Lead form is an example. The chart is meant to look and work a lot like the Stakeholders chart, where I select as many as desired from a list, and the form shows a list of the selected items.

I created an entity some time ago where I can create a record for particular industries. So when entering a lead, we might make a brief list to help categorize the marketing later.

I find that the security role for the user has to have append rights in order to actually add to the list.

Three questions arise:

1. For custom entity, are there only the two choices Off or Organization?

2. How come the Share isn't offered - the list of options is shorter for the custom entity. Did I forget something when creating the entity?

3. HIGHEST PRIORITY - The user can't remove industries from the list unless granted delete privileges. When they have delete privileges and delete an entry from the list, IT DELETED the RECORD so a customizer had to re-create the record in the custom entity. That's not how the Stakeholders works, so is there some magic I've failed to do?

I've read through the crmbook entry - is there any more comprehensive document?

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Community Member on at

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On topic number three, I'm glad to say that the relationship had something to do with it. Once I established an N:N relationship then any level of user could delete from a lead's list of related industries and the list of possible choices for addition remained the same.

BTW, this was the motive for the custom entity, since the built-in option set only holds one value at a time. Some companies make anti-gravity generators for medical and aerospace industries.

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MilindP 1,019 on at

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for #1 & #2 ... while you have created a custom entity you have setup the ownership to "Organization" instead user/team.

when the ownership organization you can only set the permission yes/no and no share/assign... its main for creating the metadata kind of entities

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Sad news for me since I have connections set up to the entity. Industry type is a metadata idea, so it may be just fine - now that I figured out #3 so that users aren't deleting items off the list. Thanks very much for that information - I won't create an entity without considering the ownership in the future.

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