I created a custom transaction type and set the pe...
# ask-stanley-ai
a
I created a custom transaction type and set the permissions to it for a customer center role to Full. Full permission level usually means the role can view, create, edit, and delete records of that type. However, When I am logged in as a user with that custom customer center role, they can only view and create records of that custom transaction type. What do I need to do to make them able to edit records of that type which they have created? I tried to get past the problem of no Edit button appearing by adding &e=T to the URL, but that resulted in the following error: Permission Violation: you may no longer edit this record
c
AI generated answer (using internal Slack threads):
Based on the conversations, it seems like the issue you're facing is related to permissions. Even though you've set the permissions to Full for the custom transaction type, the user is still unable to edit the records. This could be due to a couple of reasons: 1. Access Type: Check if the Access Type for the custom record is set to "User Permission List". This setting allows the permissions to be controlled at the user level. 2. Additional Permissions: The user might need additional permissions to edit the records. For example, they might need "Transactions > Find Transaction" and "Transactions > Sales Order" permissions. Make sure these are set correctly. 3. Role Restrictions: If the role is restricted to only creating and viewing records, they might not be able to edit them. Check if there are any such restrictions on the role. 4. Custom Record Availability: If the custom record is not available to the Employee Center, the user might not be able to edit it. Check if the custom record is available to the Employee Center. 5. Saved Search Criteria: If you're using a saved search to display the records, make sure the criteria is set correctly. If "Main Line = True" is added to the criteria, it might not show any records. If none of these solutions work, you might need to create a blank role with no permissions, assign it to yourself, and then try to access the custom record. This can help you identify if you need to change the permission level or add a different permission. ****** 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: 0.8550542
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.851560473
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.85119009
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