Contracts not visible in business portal
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3 hours ago - last edited 3 hours ago
Hello,
I've created and added a record producer in the Business portal. Besides other variables, I've created "contracts", which has the following reference qualifier: javascript: 'account=' + current.variables.account;
When I test it in the portal (as admin), it works.
When I impersonate an user that has a company that is the account of the contracts, it doesn't show anything in the field.
E.G: contact Sally Thomas is part of company Fulco Intl.
Roles of Sally:
Company Fulco Intl has the following contracts:
When i impersonate Sally and I go in the Business portal, she is able to see contracts
BUT when I open the record producer and try to populate it, no contracts are showing.
The reference qualifier is correct, I've deleted it and still nothing shows in the field.?
I don't know if Sally is missing a role. If I add the contract_manager role, she is able to see everything correctly (with the ref qualifier) but we don't want to give the users the contract_manager role.
Is there another role that I'm missing? What would be the best approach in this situation?
Thank you,
Elena
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an hour ago
Hi there @Elena Spıru
Can you try creating an ACL for the user and test it:
Create a table ACL on contract:
Type: record
Operation: read
Role: a custom role (e.g. contract_viewer)
Condition:
-
contract.account == user.company
answer = current.account == gs.getUser().getCompanyID();
and asign that role to the user.
Kind Regards,
Azar
Serivenow Rising Star ⭐
Developer @ KPMG.
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46m ago
Hello,
I already did that but same results...no contracts shown in portal.
ACLs:
Roles:
Business portal:
