Using a person or group field to set permissions


Badge +2

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

Badge +7

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,

Badge +2

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

Badge +7

But field is of type People or group, right?

Badge +2

Yes

Badge +7

1-Field Type

2-Field Value (2 persons)

3-Workflow Action 

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

Badge +2

Thanks Philip, you're a star!

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

Regards,

Rob

Badge +7

Most welcome.

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