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Lynne Harding
Posts : 335
Join date : 2018-12-20

Change the “Associate Format” of an Associate Empty Change the “Associate Format” of an Associate

Wed 12 Feb 2020 - 7:46
In our taskflow we have an action that checks that an associate of a certain associate format exists on the matter (e.g. Insured, Third Party etc).In the code if there is no associate with the associate format of type “Insured” on the matter, the Add Associate wizard is run. After the associate is added, the code checks that the associate format added was “Insured”. If it is not “Insured” (the associate was added as Third Party by mistake for example) then this code is run to open the associate tab, so that the user can change the associate format.FWBS.OMS.UI.Windows.Services.ShowAssociate(newAssociate);Depending on the Role assigned to the user, you cannot always change the associate format, as the drop down is greyed out. I've had a quick look and it seems that only people with the Manager Role can change this value.Is there any reason that only this role can perform this action, and what are the implications of doing this change?Can we modify the roles to ensure that a secretary or paralegal could perform this change?
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Lynne Harding
Posts : 335
Join date : 2018-12-20

Change the “Associate Format” of an Associate Empty Re: Change the “Associate Format” of an Associate

Wed 12 Feb 2020 - 7:46
You could create another role 'Associate Change' and assign it to the control as well. Give the user the 'Associate Change' role then you won't have to worry about them having rights elsewhere.
This should persist on an upgrade as well
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