Anyone know what the permission is to add or edit ...
# generalt
ted_p
09/13/2019, 2:18 PMAnyone know what the permission is to add or edit User Notes on a saved search? We have notes permissions set to Full. Not sure what else is missing
j
jaspencer624
09/13/2019, 2:54 PMYou might have to adjust permissions with the record type as well. If they only have view permissions to a client, they may not be able to add/edit a user note on it.
t
ted_p
09/13/2019, 2:56 PMThe strange thing is that the role can see and manipulate notes as normal on a Financial Review saved search, but not on this Sales Order (transaction) Saved search. Is that normal?
n
Nathan Hanson-Bragg
09/13/2019, 4:08 PM@ted_p The user changing the notes may also need access to edit the saved search.
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jen
09/13/2019, 4:09 PMSaved Searches have User Notes?
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ted_p
09/13/2019, 4:14 PMNo, doesn't appear to be edit access issue
j
johnploss
09/13/2019, 4:35 PMDoes the user have the Presentation Categories permission?
t
ted_p
09/13/2019, 4:36 PMI don't even see that as an option in the role. Hmm
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johnploss
09/13/2019, 4:36 PMmessage has been deleted
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ted_p
09/13/2019, 4:37 PMahh, under lists. okay, let's try it
ted_p
09/13/2019, 4:38 PMNo, that didn't work either. hm
j
johnploss
09/13/2019, 4:39 PMCan you add a screenshot of the saved search User Notes field?
t
ted_p
09/13/2019, 4:40 PMSure, one sec.
ted_p
09/13/2019, 4:41 PMUser/Role without proper permission:
ted_p
09/13/2019, 4:41 PMUser/Role with permission:
ted_p
09/13/2019, 4:42 PMThe user cannot click the "New" button to add a note
ted_p
09/13/2019, 4:43 PMmessage has been deleted
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johnploss
09/13/2019, 4:56 PMTry comparing the roles that can and cannot click the New button
johnploss
09/13/2019, 4:57 PMSetup > Users/Roles > Show Role DIfferences
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ted_p
09/13/2019, 4:58 PMyeah, I've been going through and adding every permission that looks okay. Was hoping to avoid this, but oh well
j
johnploss
09/13/2019, 4:59 PMlol
johnploss
09/13/2019, 5:00 PMI believe the "Available as List View" checkbox on the saved search creation page adds the "new" option
johnploss
09/13/2019, 5:00 PMif that helps
t
ted_p
09/13/2019, 5:01 PMyeah, that was the first thing I tried
ted_p
09/13/2019, 5:27 PMI mirrored all the List permissions and it still didn't work. So frustrating. Must be a different type or permission.
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