workflows that use report filters only work for admin users

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  • Mark
    Senior Member
    • Dec 2019
    • 143

    workflows that use report filters only work for admin users

    Hi,
    I have ran into this weird problem, where there is a workflow that makes calculations using report filters. The workflow triggers and works fine (it makes the other actions), but the action that has the report filters only works when the user that triggers the workflow is an admin. I tried turning all of the permissions on and everything, but it just does not work for regular users. Any ideas on what else could be the problem here?
  • yuri
    Member
    • Mar 2014
    • 8440

    #2
    Hi Mark,

    Please provide details. I'd like to reproduce the problem.
    If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

    Comment

    • Mark
      Senior Member
      • Dec 2019
      • 143

      #3
      So you will need 3 entities, in this case we are using accounts, meetings and another custom one (Base plus).
      The accounts entity has one-to-many relationships with meetings and the other entity and there is a One-to-One Right relationship between meetings and the custom entity.
      There are 2 report filters, the first one is with a list of records in the meetings entity and the second one is with a list of records from the other custom entity.
      The workflow is triggered after an update in the meetings entity and it makes the following calculations in the related account record(through parent relation):
      accountField = (entity\countRelated('meetings', 'reportFilterFirstFilterID') / entity\countRelated('customEntity', 'reportFilterSecondFilterID')) * 100;
      accountField = string\concatenate(accountField, '%');
      And when the update is made by a user who is an admin everything works, if the user is a regular user only the second line is works properly (it just puts 0%)

      Comment

      • yuri
        Member
        • Mar 2014
        • 8440

        #4
        Thanks. WIll be fixed in 2.8.10 version.
        If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

        Comment

        • Mark
          Senior Member
          • Dec 2019
          • 143

          #5
          Do you maybe know the preliminary date when the update will be released?

          Comment

          • yuri
            Member
            • Mar 2014
            • 8440

            #6
            Already released.
            If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

            Comment

            • Mark
              Senior Member
              • Dec 2019
              • 143

              #7
              we updated to 2.8.10, but the problem still remains

              Comment

              • Mark
                Senior Member
                • Dec 2019
                • 143

                #8
                After some more digging we found that one of the report filters had a team assigned and those users were not in that team, so that was the problem and it works fine now

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