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Workflow rule involving permission access levels

Hi, we appreciate the newly released permission access level functionality, especially in combination with user profiles. I am currently trying to set up a workflow rule that sets the permissions for newly created projects depending on the project type. Eg.

A newly created development project automatically has the permission access level set that everyone with the profile "development project managers" has access to it.

I can't find the permissions field when I try and use the update field function when I try and make the workflow rule. 


Thank you in advance for any help.




Robin Head Answered

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Hello Robin,

The following Workflow Rule on Project entity adds 'Project Manager Profile' profile members as viewers on projects of type 'Administration':


Please let me know if this helps.

Roland Pumputis 1 vote
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