HRSD - Non HR Admin Access Response Template Configuration, Fulfillment Instructions & Checklists

[Dharma Liyanag]

Hi There,

Requirement - Non HR-Admin to do the following:

=====================================

Response templates through the menu "HR Administration" | "Response Template Configuration"
Fulfillment Instructions through the menu "HR Administration" | "HR Services" | "Hr Fulfillment Instructions"
Checklists through the menu "HR Administration" | "HR Services" | "HR Services" and then the tab "Checklists" on the screen for a given service

I managed to do the following:

======================

1) create Role : sn_hr_core.fulfiller  & added to a New Group
add an existing role: sn_templated_snip.template_snippet_writer & added to the New Group
add an existing role: snc_internal  & added to the New Group

2) Create Read/ Write/ Create ACLs in all necessary tables to include  role:  sn_hr_core.fulfiller

Tables
===========
-sn_templated_snip_note_template
-sn_hr_core_fulfillment_instructions
-checklist
checklist_item
checklist_template

3) Add a list of users to the new User Group 

Users can see those options, but its not always editable; Any advice on better way to a solution ?

Thank You !!

[Mark Manders]

"It's not always editable". This makes it very hard to answer your question with this information, because it seems like you did everything as it should and there is additional config preventing it from working always.

When is it editable and when isn't it? Is it based on users, or certain settings? If it's users, check on the security debug to see why they can't do it on certain records (maybe there are ACLs only allowing certain groups access?).

If it's on settings, you can also use the debug, but here also, it could be that your ACL grants the access to all templates, but an existing one limits it based on a condition (like templates for security).

Without knowing the differences between when it does and doesn't work, it's a guessing game for us.

[jcmings]

Is it possible that you need field-level ACLs?

[Dharma Liyanag]

Yes jc21,

This original posting helped !

https://www.servicenow.com/community/developer-forum/how-to-allow-agents-the-creation-of-response-te...