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Using a person or group field to set permissions

  • May 25, 2018
  • 7 replies
  • 23 views

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Hi,

I'm trying to use a person or group field that allows multiple values with a workflow to set a document's permissions based on the names in the person or group field. How do I get a set item permissions action to recognise the names in the field?

Thanks,

Rob

Field set up

Set permissions action

After workflow has run

7 replies

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  • Nintex Partner
  • May 25, 2018

Hi,

1- I created a field named "Users" of type People and Groups

2-I Opened Set item Permissions action in the Workflow

3-I clicked on the image next to Users to select People/Group and selected "Users" field from Item Properties

4-Here we go

BR,


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  • Author
  • May 26, 2018

Thanks Philip for the reply.

Unfortunately you missed the point that my field allows multiple values, not one person only as in your example. If you have multiple values set, it doesn't work.

Regards,

Rob


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  • Nintex Partner
  • May 26, 2018

But field is of type People or group, right?


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  • Author
  • May 26, 2018

Yes


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  • Nintex Partner
  • May 26, 2018

1-Field Type

2-Field Value (2 persons)

3-Workflow Action 

4-Item permission is set to Read for "Dima"!!!


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  • Author
  • May 26, 2018

Thanks Philip, you're a star!

So I had the wrong settings on the field? Really appreciate your help.

Regards,

Rob


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  • Nintex Partner
  • May 26, 2018

Most welcome.