Implemented a workflow to fetch the sales rep’s department during the creation of a sales order and automatically populate the Department field in the main sales order record.
While this functionality worked seamlessly in most cases, there were instances where it failed. Certain sales orders did not reflect the expected department, The root cause: was insufficient role permissions.
The issue arose because users creating these sales orders were assigned roles that lacked the necessary permissions. For this workflow to operate correctly, the assigned role must include permissions for:
- Employee
- Employee Record
- Department
Without these permissions, the workflow cannot execute as intended, resulting in incomplete data in the sales order record.
This highlights the critical importance of ensuring that all roles involved in transaction creation are equipped with the appropriate permissions to enable workflows to function effectively.