Proposal summary

Marshall would like to update the existing workflow for adding the permission to edit the Customer record if the Creator of the Customer is the same as the current user.

Requirement 

Marshall needs to update the existing workflow for adding the permission to edit the Customer record if the Creator of the Customer is the same as the current user. The below mentioned roles should have the ability to Edit the Sub-Customers they created.

1037         MEI – Order Entry

1044         MEI – Sales

1055         MEI – Sales Director

1056         MEI – Sales Specialist

1068         MEI – RMA

1031         MEI – AP Analyst

Our Solution

Prerequisites:

Need to update below mentioned roles to add Edit level permission for Customer  

• 1068         MEI – RMA
• 1031         MEI – AP Analyst

Description:

This requirement can be achieved by updating conditions in the existing workflow  JJ WF Customer Workflow update MAR-656. Will update the condition for the lock record so that, Customer record will not be locked if the user’s roles are above mentioned roles and the current user is the creator of customer Record. 

Note

• Customer Record creator will be considered from the “Created By” custom field  
• Users with mentioned role can edit any Customer record (Not Lead/Prospects) created by themself