Any help here would be greatly appreciated. I've c...
# administration
n
Any help here would be greatly appreciated. I've checked permissions list and cant find anything relevant but I am pulling out my hair. I have a custom transaction list that I am trying to query via SOAP API TransactionSavedSearch. I am getting:
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"Permission Violation: You need  the 'Transactions - Online Application' permission to access this page. Please contact your account administrator."
The weird part is for this role I have the following permissions set: • Transaction - Find Transaction (View) • Transaction - Online Application (View) [this is the custom transaction] • Lists - Perform Search (View) • Lists - Persist Search (View) • List - Custom Record Entries (View) • Setup - Custom Transaction Fields (View) • Setup - Custom Transaction Forms (View) • Setup - Custom Transaction Types (View) • SOAP Web Services (Full) In the UI: • I can see the saved search and all records of this Custom Transaction Type • I can click on the Date of Transaction to view any Custom Transaction of this type What I think is weird: • I am not seeing the View / Edit links to the left of the Custom Transaction on the Saved Search View (but clicking the date field lets me view the record) Can anyone think of the Permission(s) I am missing?
j
I'm not super familiar with SOAP requests, so someone else may have a better answer than me, but have you looked at the permissions on the custom transaction setup itself? I.e. allowed that role to view/edit the records for that custom transaction. Depending on how you specified the access type, you may have to give it on their role as well (which it sounds like you already did). Check out SuiteAnswers 41629 and 41667. If that doesn't work, maybe play around with the search permissions (Publish Search, Find Transaction might need to be Create or higher). If none of that works, try bumping all the permissions you've done up to Full and then backing off from there or do a role comparison with the administrator role and see if anything jumps out at you.
custom transactions, segment, and records are the worst for permission troubleshooting, so I feel your pain. Saved search permissions are a close second. And you're doing both at once 😢
n
Thanks for the reply @James Morris! Yes, that role has access on the custom transaction. I'll try playing with the search permissions.
s
try adding List> Financial History permission - this allows user looking up all the transactions
n
@James Morris I had to increase - Find Transaction to get it to work. Now need to research the impact / differences between view and full so I can document it for compliance.
j
Woot! Yeah those search permissions are sneaky/poorly documented.
n
@Sam-I-Am I was able to resolve it (above) but I will check this out too. Thanks for taking the time to reply and provide interesting insight.
Thanks to you both for taking the time to reply!
s
View- View only Create - only create no editing Edit - Create and Edit Full - Create, edit and delete Note: some permissions had only Full options and Find transactions was full only, 2 Release ago they added view options for those permission types - this did cause some issues for lots of folks, some existing roles stopped working. Don't know why they did that?