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JannahVa
Level 2
August 7, 2023
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Is there a way to share a portfolio using Fusion?

  • August 7, 2023
  • 2 replies
  • 698 views

We are using Fusion to create new portfolios. When they're created, they are not shared with any users/teams. Is it possible to also share the new portfolio using Fusion?

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Best answer by KatherineLa

This is a screenshot of our Fusion scenario that does this as part of a chain of command that fire when a new Company is synced from Salesforce.

 

Last step is a Custom API call module configured as below. 

 

 

 

2 replies

lgaertner
lgaertner
Level 9
August 7, 2023

Hi,

 

I don't know, if there is also a 'direct' method in Fusion, but you could use a custom API call:

 

 

var url = API_URL + 'port/' + portfolioID + '/share?method=put&accessorID=' + accessorID + '&accessorObjCode=USER&coreAction=VIEW';

 

 

In this case the provided accessor is a USER and would get VIEW access to the provided portfolio ID.

 

Regards

Lars

    K
    Community Advisor
    KatherineLaCommunity AdvisorAccepted solution
    Community Advisor
    August 10, 2023

    This is a screenshot of our Fusion scenario that does this as part of a chain of command that fire when a new Company is synced from Salesforce.

     

    Last step is a Custom API call module configured as below. 

     

     

     

    J
    JannahVaAuthor
    Level 2
    August 14, 2023

    Thank you, this worked for our scenario!!

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