Sharing Records using a Workflow

We can not share records directly form out of box workflow, but by writing little code, its possible. That code with workflow is available on codeplex for free here are the links …

http://crm2011sharestep.codeplex.com/

http://crm2011workflowutils.codeplex.com/

In both of these plug-ins, an option to ‘share’ was produced as a step when creating your workflow. When the step is selected you are then able to select with whom (user or team) the record is to be shared with and what the default share permissions should be (e.g. read, write, delete). Similarly, you can have the step configured to remove all sharing or sharing with a specific user.

Advertisements

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s