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Multiple Assigned Users - Auto Assigned Creator Users

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  • Multiple Assigned Users - Auto Assigned Creator Users

    EDIT & UPDATE: You need to disable the setting Preferences per user! See solution below.

    v8.2

    OK, so finally there is more than just myself using CRM, so I'm playing with Role, Group, etc. I have a multiple AssignedUsers field (https://docs.espocrm.com/administrat...ssigned-users/)

    Not sure if it not working, I'm creating Role and team incorrect or what else but it does not to automatic assign the user that create the record.

    1) Does it work? I know it work for myself but I got Admin account, where I create a very strict role for low level user.
    2) Anyone doing something similar?
    3) Must I do this by formula, I'm writing this by memory so ignore error: (entity/isnew(assignedUsers=={userid})
    4) Must I do this by Advanced Workflow?

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    Last edited by esforim; 05-23-2024, 04:33 AM.

  • #2
    OK, I think I fixed it. You need to log in each individually edit their Preference... I dont think we can do this from Admin?

    Uncheck the "Do not pre-fill assigned user on record creation​" option so it will Auto Assigned Users

    Click image for larger version

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    • #3
      Semi hidden away, but you can do this from Admin panel:

      Click image for larger version

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