New Entity - Unable to upload files to Documents section

[khopper]

New Entity - Unable to upload files to Documents section

I have checked the roles/permissions but still can not figure this out!

Documents are in the relationship and is showing.

I can upload as an admin!

[khopper]

Here are the permissions/roles - now the users can upload docs to entity "accounts" but not "PBX" ???

[khopper]

The only way i have been able to allow documents to be able to be uploaded is to modify role "CALLER" for Entity "PBXs" is to set Edit to "Own".
However like Entity "Accounts" i do not want a user to be able to edit the actual entity record but only be able to upload documents to it.

Is this a bug? It's works perfectly for entity "Accounts" just not the custom Entity "PBXs"

Maximus yuri

[Maximus]

Hello,
Change the role:
In the Entity scope: Documents -> yes, all, no, no
In the Field Level: Documents -> File -> yes, yes.

[khopper]

Maximus This did not work. I still can not add documents.

[Maximus]

Yes, but in the Field Scope for the PBX entity you can restrict the access to edit each field. So the users will have ability to use the edit mode w/o possibility to make any affect on the data in the fields.