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EmberKrumwied's avatar
EmberKrumwied
Qrew Assistant Captain
2 months ago
Solved

Specific permissions needed to run a copy master and detail button?

I created a button utilizing the copy master and detail function.  The button works fine for me (app admin) but a user (participant role) gets a message that zero records were created when she presses the button.  I have checked and the participant role has add/edit/delete rights to all the tables and there is not access restrictions on the records.

What else should I consider/look at to determine what is happening?

Thanks

Ember

  • Figured out my own issue.  The master record was connected to 2 tables, I didn't want the 2nd child table to always be copied, so I deleted those connected child records from my parent.  I then added back in the option to copy just the 2nd child records, but since my master record didn't have those connections, nothing was created.

    Solution - re-created my 2 buttons.  Configured the COPY one to copy the master and 1st child table records only.  Configured a 2nd button to IMPORT the 2nd child table records only.

    Hid the buttons using form rules so they only appear when needed.  Sheesh!

1 Reply

  • EmberKrumwied's avatar
    EmberKrumwied
    Qrew Assistant Captain

    Figured out my own issue.  The master record was connected to 2 tables, I didn't want the 2nd child table to always be copied, so I deleted those connected child records from my parent.  I then added back in the option to copy just the 2nd child records, but since my master record didn't have those connections, nothing was created.

    Solution - re-created my 2 buttons.  Configured the COPY one to copy the master and 1st child table records only.  Configured a 2nd button to IMPORT the 2nd child table records only.

    Hid the buttons using form rules so they only appear when needed.  Sheesh!