How to add Roles in Record Producer

Community Alums
Not applicable

How to add a role in a record producer.

Answer required urgently

 

Thanks & Regards

Utsav 

4 REPLIES 4

Sonu Parab
Mega Sage

Hi @Utsav JAISWAL ,
Have a look at this post.  How do I set Roles for a Record Producer? 

If I could help you with your Query then, please hit the Thumb Icon and mark as Correct !!
Thank you

Shekhar Navhak1
Kilo Sage

You can add roles in available for related list as shown below:

 

ShekharNavhak1_0-1674809711450.png

ShekharNavhak1_1-1674809754050.png

 

 

Please mark the answer correct/helpful based on Impact.
Regards, Shekhar

Vigneshwara Red
Tera Contributor

Hi,

You can create the user criteria and then use the user criteria in "Available For" related list in the record producer. 

In user criteria you can define if you want to restrict it for any role or group or company or any other matching criteria.

Hope this helps..!!!

Thanks

t_sadahisa
Giga Guru

Hello,

 

 

I understand your question mean how to add some role temporarily to execution user as you can do in Flow designer, isn't right?

 

I think the following step is helpful for you.

 

1. create record producer.

2. create the flow, which do something with temporarily role

3. copy snippet which execute the flow in scripts

t_sadahisa_0-1675177593386.png

 

4. add snippet in record producer's script field

 

Thanks,