Is there a way to share a portfolio using Fusion?

Question

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?

KatherineLa · Accepted Answer

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.

lgaertner · Answer

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

Sign up

Login with SSO

Login to the community

Login with SSO