Saturday, December 29, 2018

Employees do not Appear in the Default Owner Field on the Issue Role

To have employee available as Default Owner field on the Issue Role perform following steps:

1. Reference the Issue Role on the employee's role > navigate  to Setup > Users/Roles > Manage Roles.

  • Edit/Customize beside the employee's role
  • Select an appropriate role in the Issue Role field
  • Click Save

 

2. Edit the Employee record > navigate to Lists > Employees > Employees

  • Click on Access > Roles subtab
  • Ensure that custom role from step 1 is selected  
  • Click Save

    Note: The issue role type sets the access level and issue status transitions that are possible for a role.

    To view issue role types, go to Setup > Issues > Issue Roles. To view and set status transitions for each role, go to Setup > Issues > Manage Status Transitions.

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