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JillAc
JillAc
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  • Richard I came here to say what I think you already found, but to clarify the way I understand it and how it works for me: 1 - the custom form has to be both a Request and a Project object - same fields. You can check the boxes the way you found, or create separate forms - one for a Request and one ...

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  • Oh wow I figured it out. I really appreciate this. Your saying to look at Groups triggered me to go back into the User Setup to check their groups, and it turned out I accidentally had half the people as Reviewers and half as Requesters because I was looking at their Group Name (called "Requester") ...

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  • They are Requester. I know I can change them to Reviewer and it solves the problem, but it creates other access issues that I want to maintain for these particular people. I want them only to have access to their Requests and nothing else unless it is specifically shared. Reviewers are a lot trickie...

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  • I really appreciate your help and the screenshots. In fact inherited permissions was turned off and I turned it on so that people will automatically inherit permissions (the opposite of your screenshot) but that didn't solve it. All the other ideas I had already done.   I don't understand inherited ...

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  • Thanks Kellie, that sounded promising, and I did uncheck that box and uploaded a test document and the requester still can't see it unless I specifically share it. I'm baffled!

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  • Here is the scenario: - I have "External Requesters" set up with the highest level of visibility on the master Project we use for their Requests in the Edit Project screen - I have given the Requester Access Level Setup to be able to manage Documents, the highest level allowed - I have Shared the ma...

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  • But that is a universal thing. I don't want Chrome to stop autofilling all the things I use in my whole life. This field should not have auto-fill permissions at all, it's rarely the person's email address who is editing the user profile and it should only be admins mucking about that field. I put i...

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  • Yes you have to set up a routing rule and then apply the routing rule to the Topic Group. You should go through the help pages on how to set up issues, Queue Topics and Topic Groups and Custom Forms, so you structure them the right way.

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  • Every time I edit a user who is not on SSO, or who is being set up for the first time and the Federation ID is blank, it automatically populates with MY email address. If I don't remember to fix this every time I edit someone, they can't login  properly. Does anybody else have this -- ie is it only ...

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  • Ok I'm replying to myself, it finally came to me. It's in the section to set the logo button on the top left, which defaults to Home. The problem with that is that it changes the Logo button to Calendars, and then Home has no way to get to it easily. What do other people do  when you want to keep Ho...

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