Auto-update Entity Owner

Dimitrios Boura
Tera Contributor

Hi All,

 

I have used the recently added functionality of Auto-update Entity Owner.

I follow the next steps:

 

- Changed the Owner on the Source record

- Entity Owner is dynamically changed

- Ownership on the Control & Risk levels does not update to reflect the change on the Entity ownership

 

Any ideas on why the functionality does not work as expected?

 

Regards,

Dimitrios 

12 REPLIES 12

Marriam
Tera Contributor
Spoiler
Any luck finding the mentioned business rule? I also checked the scheduled jobs and cannot find Sync item owner with entity owner.

Rajesh_Singh
Kilo Sage
Kilo Sage

@Dimitrios Boura  

 

may be you can use this approach - 

To update the Ownership on the Control & Risk levels when the Entity ownership changes, you can consider the following approach:

  1. Create a Business Rule or a Flow Designer Flow that triggers when the Entity Owner is updated.
  2. In the Business Rule or Flow, query the related Controls and Risks associated with the updated Entity.
  3. Update the Owner field on the queried Controls and Risks with the new Entity Owner.
  4. Save the changes to the Controls and Risks records.
If you found my response helpful or applicable, please consider marking it as correct or helpful to assist others who may be seeking the same information.

---------------
Regards,
Rajesh Singh

Community Alums
Not applicable

I believe it’s the schedule job that does that part of the job. Did you try to look for it?

Yes, I have been looking for the Business Rule and also under Scheduled Jobs, to no avail =/ 

Rakesh Chigari
Tera Guru

Sync item owner with entity owner is the business rule available ootb on sn_grc_item table executes  only  when "Sync with entity owner" field is set to true 

RakeshChigari_0-1684124722099.png

 

RakeshChigari_1-1684124829028.png