How to automatically update "team" for all attachments based on their "related to / parent" records?

General Support
1

fyi…attachments module means notes module

We have masters like product masters, contacts, companies etc and for each of their records we have multiple attachments. The team for the masters is correct set but the team for its attachments is the default. Since the team for masters and its attachments is different hence users cannot access the attachments within the masters.

  1. How to automatically set the team of attachments as per the team of its masters ?

  2. In the list view of attachments module, why is “related to” field blank for most of the records ? In the detailed view of product masters, in the sub panel of attachments the value of “related to” is correct for all records

  3. In the list view of attachments module, I want to add a column “showing team of the master record”

  4. In roles, for attachments I have given “all” permission for viewing rights but still user is not able to view all records ? is this because he is not part of that team ?

  5. In roles, what is the meaning of access type normal / admin ?

2

Hello sir,

Please find the updates on the Below Queries:

  1. How to automatically set the team of attachments as per the team of its masters ? => Currently, default team will set which is “All”.

  2. In the list view of attachments module, why is “related to” field blank for most of the records ? In the detailed view of product masters, in the sub panel of attachments the value of “related to” is correct for all records => Could you please share a video reference of the issue for further evaluation.

  3. In the list view of attachments module, I want to add a column “showing team of the master record” => Currently, only the primary team is displayed in the “Team” field if the field is included in the list view layout.

  4. In roles, for attachments I have given “all” permission for viewing rights but still user is not able to view all records ? is this because he is not part of that team ? => Yes, this occurs because the user must be a part of the respective team to access those records.

  5. In roles, what is the meaning of access type normal / admin ? = > *

  • Normal: Team-based access and permissions are applied.
  • Admin: No team-based access or permissions are enforced for that module.
2 Likes
3

Thanks Mayuri for the fast reply.

  1. What I am asking is something different. Please check my query again or lets connect on 9867001509
  2. PFA 2 screenshots 2.1 and 2.2
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    Screenshot 2025-02-17 at 16.45.161742×762 77 KB

2.2
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  1. What I am asking is something different. Please check my query again or lets connect
  2. Thanks.
  3. Thanks. Admin means user will be able to access the module, list, view, create, edit, delete, import, export, mass update all records ? If yes, then other drop-down become irrelevant ? If no, then permissions can be restricted using other dropdown ? - better if you share detailed documentation regarding the same
4

Okay, Thanks for the Update. Please share your availability we will connect tomorrow.

5

Tomorrow second half we can connect but will confirm the time tomorrow after lunch. Else wednesday morning.

6

Sure, I’m available in the second half tomorrow. Let me know the exact time after lunch. If there are any changes, we can connect on Wednesday morning.

7

Can we connect tomorrow 10am ?

8

Apologies for the inconvenience caused, sir. Would it be possible to connect in the second half of the day?

9

Akanksha is looking into it.

10

As per Akanksha :

  1. Not possible
  2. Bug
  3. not possible, try using reports
  4. resolved.
  5. WIP