manage attachments icon added

michelyabre
Tera Contributor

Hello everyone

I'm facing a problem and I'm asking for your help. For organizational reasons, we want to display the manage attachments icon

michelyabre_0-1746272191440.png

 

on the asmt_assessment_instance table form.
Does anyone have any idea how I can do this?
Thanks for your help

1 ACCEPTED SOLUTION

Robert H
Mega Sage

Hello @michelyabre ,

 

The attachment icon is only available when the user has write access to the record being viewed.

You do not have that access, since all fields are grayed out on your screen shot and there is no Save button either.

 

The out-of-the-box ACLs for this table require one of the following to get write access:

  • user must have the assessment_admin role, and the State must be "Ready to take"
  • user must have the survey_creator role and be the owner of the related survey, and the State must be "Ready to take"
  • user must have the snc_internal role and be the Assigned to user, and the State must be "Ready to take" or "In progress"

Your screenshot shows a record that is already in the "Completed" state, so nobody will have write access.

So you would have to create a new ACL that provides write access for Completed Assessment Instances, tie it to a required role (e.g. admin or assessment_admin) and make sure you have that role.

 

Regards,

Robert

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7 REPLIES 7

michelyabre
Tera Contributor

Thanks @abirakundu23 

I'm looking at this

Robert H
Mega Sage

Hello @michelyabre ,

 

The attachment icon is only available when the user has write access to the record being viewed.

You do not have that access, since all fields are grayed out on your screen shot and there is no Save button either.

 

The out-of-the-box ACLs for this table require one of the following to get write access:

  • user must have the assessment_admin role, and the State must be "Ready to take"
  • user must have the survey_creator role and be the owner of the related survey, and the State must be "Ready to take"
  • user must have the snc_internal role and be the Assigned to user, and the State must be "Ready to take" or "In progress"

Your screenshot shows a record that is already in the "Completed" state, so nobody will have write access.

So you would have to create a new ACL that provides write access for Completed Assessment Instances, tie it to a required role (e.g. admin or assessment_admin) and make sure you have that role.

 

Regards,

Robert

Ankur Bawiskar
Tera Patron
Tera Patron

@michelyabre 

I agree with what @Robert H said, unless user satisfies table level WRITE they won't see that icon

Either update the existing OOTB table level WRITE ACL or create a new one.

If my response helped please mark it correct and close the thread so that it benefits future readers.

Regards,
Ankur
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