Add and Remove legal hold

[Rajarathinam]

I want to make the Add and Remove Legal Hold functionality (UI action) available for some users with sn_hr_ef.document_writer role. When I checked on the documentation, it says in order to access Add and Remove legal hold ui action, the user must atleast have "sn_hr_ef.legal_hold_writer" and "sn_hr_core.profile_writer" in order to access the UI action from HR profile. When I try adding those roles to a user and saw that the UI action is not visible to them. Can anyone tell me why?

[Mike318]

Hi @Rajarathinam ,

Locate the UI action and check in the 'Condition' field. There is were you can see what is the condition to make the UI action visible. You can change the condition according to your needs.

In addition, there is a related list below the UI action called 'Requires role' that you can check to see if there are any specific roles that are required.

**Please remember to try on a non-production environment before you change anything on your production instance.

Please mark my answer as correct/helpful if this solves your issue.

Thanks,

Mike

[Rajarathinam]

Hello Mike,

                 I can add condition and make the button available for the user, but it is not serving the purpose like they can see the button but they cannot add or remove legal hold to the employee document.

[Mike318]

Hi @Rajarathinam ,

You need to verify that the condition specifies the roles that are allowed to view the button. i.e in the condition field you should see something like:

gs.hasRole('sn_hr_ef.legal_hold_writer') || gs.hasRole('sn_hr_core.profile_writer')

Then when you assign these roles to the users  they will be able to see the button since they should have access to use it with those roles. (based on documentation)

If the roles is not allowing them to use the functionality you may need to check the ACLs for that table.

Thanks,

Mike