Tidbits

  • Careful: Workflow states have "Allow Self Approval" in the transition rules table. Will probably need this unticked for most cases, but worth using for fringes.
  • For master Doctypes, workflow states should only be set `Doc Status` = 0 since all master doctypes are in status = 0 (no submit =1, no cancel =2 statuses)
  • In order to give a user permission to Data Import a file, the user must have access permissions to DocType "File "for `read`, `write`, and `create`. Permissions needed to enable Sales Order Import for example:
    • File = read, write, import, create at perm 0
    • Sales Order = read, write, create, submit, import at perm 0
    • Data Import = read, write, create, submit at perm 0
  • Role Profiles automatically update individual user's set of roles whenever one updates the Role Profile itself
  • If a user is locked to a particular Role Profile, they cannot be assigned a different role that is not under the same Role Profile
  • Permission levels (aka "perm levels") for fields are numerical. This can be interpreted as being hierarchical levels, where a higher number would encompass or have authority over lower / smaller number levels. This is not true. Instead, one should think of perm levels simply as groupings. If the perm level of a field is 5, then only users who have perm level = 5 can access this. If the field level is 4 and the user only has perm level access 5 for that DocType, then too bad for that user.