I have a suite analytics workbook with a filter on...
# ask-stanley-ai
m
I have a suite analytics workbook with a filter on period start date. When I expose the workbook in a sales centre dashboard I get the error "You do not have permission to access the Fiscal Calendar record type. Contact your administrator. The field is not publicly exposed.". How to solve for this?
c
AI generated answer (using internal Slack threads):
The error message "You do not have permission to access the Fiscal Calendar record type. Contact your administrator. The field is not publicly exposed." indicates that the user role does not have the necessary permissions to access the Fiscal Calendar record type. To resolve this issue, you need to modify the user role to include the necessary permissions. Here are the steps to do so: 1. Navigate to Setup > Users/Roles > Manage Roles. 2. Edit the role that the user is assigned to. 3. In the Permissions subtab, click on 'Add a New Row'. 4. In the 'Permission' column, select 'Lists' from the dropdown. 5. In the 'Lists' dropdown that appears, select 'Accounting Lists'. 6. Set the 'Level' to 'Full' or 'Edit' based on your requirement. 7. Click on 'Save'. This should give the user access to the Fiscal Calendar record type and resolve the error. Please note that this will also give the user access to other accounting lists like payment terms. If you want to restrict access to other lists, you may need to create a custom role with specific permissions. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.857083499
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.827786684
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.826339483
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