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Options to have Owner selector on Purchase Order and other Transactions show all Employees

  • January 18, 2023
  • 4 replies
  • 367 views

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Hi All,

 

I am currently wondering if there is a different way of making Employee records available to show in the Employee selector box.

 

I know that Workgroup members can select their fellow teammembers.

 

Our use case is that the Purchasing Team needs to assign an Owner of the PO different than their Group. It can be anybody within the organization. 

 

As they are not using the complete Request, Requisition, Order process this would not pull over.

 

Any suggestions on how to effectively manage this by not creating a Workgroup with all Employees that needs to be maintained every time a new Employee is hired?

Best answer by aaghaei

If you do not have row level security then owner selector shows everyone regardless of the workgroups if you have not customized the selector attributes.

4 replies

aaghaei
Captain II
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  • Captain II
  • January 19, 2023

Have you setup RowLevel Security for Employees or Workgroups? If yes can you share your config here?


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  • Author
  • Semi-Pro II
  • January 19, 2023

Have you setup RowLevel Security for Employees or Workgroups? If yes can you share your config here?

No Row-Level Security currently in place.


aaghaei
Captain II
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  • Captain II
  • Answer
  • January 19, 2023

If you do not have row level security then owner selector shows everyone regardless of the workgroups if you have not customized the selector attributes.


Forum|alt.badge.img+1
  • Author
  • Semi-Pro II
  • January 19, 2023

If you do not have row level security then owner selector shows everyone regardless of the workgroups if you have not customized the selector attributes.

Thank you. I will need to double check if something else might be causing this such as the Selector Attributes.

 

Thank you for the Insight here!