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Hi there,

My team is trying to create a Consultation role (CONSULTA) that only allows users to read information on the different screens of FSM without editing anything. Therefore, we would like to prevent tasks from being dragged to the board on the scheduleboard screen, and thus assigned. We have already tried to set the functions, in the role, associated with the scheduleboard to read only (picture below):

 

But we are still able to drag and assign tasks.

In addition, as an alternative, we have also tried to create a validation business rule that triggers an error message when someone with a Consultation user role tries to assign a task on the scheduleboard (picture below):

However, this rule is also not working, because when we have more than one role associated with a user (For example, in this case the consultation role and team roles), the person_role.user_role input is only selecting one of these roles to use in the condition, so the rule does not work as it should for certain cases.

Does anyone know how to solve this problems?

 

​@anafilipapn 

Hi,

Does the user that you are trying to restrict with the read only schedule board role, happen to have more than one role?  If this is the case that is the problem. they have a role that allows them to make changes and that is trumping the other role’s restriction. As for the business rule it is most likely not working because the field update_from_schedule_board is a non database field.

 

Cheers,

Morris

 

​@Morris 

Hi, 

Thank you for your answer! I have confirmed that i have more than one role associated with the user, but i have also restricted the scheduleboard function to read only on those roles and it still lets me drag and assign tasks. Do you happen to know another possible reason of why this isn’t working?

​@anafilipapn 

Hi,

You have verified that each of the roles has the SCHEDULEBOARD Function marked as Readonly?

Have you refreshed cache and reopened the scheduleboard screen?

If all of the roles are indeed marked the same way for scheduleboard, then you should start with only one role for the user and see if they are still able to update a task from the schedule board. if it does not then start adding the other roles to the person record until it does allow them to make changes. This should help to find the issue.

Regards,

Morris

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