I have a BPM that assigns a certain type of lead to a person but I want that person to be able to reassign. What am I missing?
I have new lead comes in - assigns to CW- email sent- end event
I have a BPM that assigns a certain type of lead to a person but I want that person to be able to reassign. What am I missing?
I have new lead comes in - assigns to CW- email sent- end event
Hi Michelle Plutto ,
For that type of process, there shouldn't be any restriction on the user's ability to reassign the record. Is the assigned user field read-only for this user? If so, is a role is restricting access to change the field? If the user can change the field and save the record, then it is possible a process definition is overriding that change and reassigning back to that user. In that case, is the start event on your process definition set in a way that it should only ever trigger the assignment once to that user (e.g. new records only)?
Chris
correct as always ! Thank you!