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I have a project entity and a projectStages entity. I want, when a project record will be created automatically projectStages entities will be created for each stages.Till now I was doing it using plugin. Just wanted to know if there is any way I within the CRM to do this.

this is a screen shot of the customer security roll. enter image description here

Thanks.

Tamal Kanti Dey
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1 Answers1

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I would do that using plugins, is there any reason you don't want to use plugins? You could use workflows to create projectstages when a project is created too, that will be asynchronous though.

Rickard N
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  • Thanks Rickerd,I have created a workflow,but while creating a project its showing `The selected user does not have sufficient privileges to be assigned records of this type`.FYI `Append`,`Append To`,`Assign` are set to `User` `(Basic)` access level. – Tamal Kanti Dey Apr 04 '13 at 08:08
  • Can you post a screen shot of the priviliges on those two entities, it sounds as if there is some glitch between the custom entities rights for that user – Rickard N Apr 04 '13 at 08:59
  • Rickard, I have added the screen shot.Users with `Customer` security roll can only read `ProjectStageExternal` entity.But Admin can create/Assign/Append/Associate records of `Project` and `ProjectStageExternel` Entity. – Tamal Kanti Dey Apr 04 '13 at 09:26
  • let me create another question. – Tamal Kanti Dey Apr 04 '13 at 11:04
  • Did the problem occur when a user or an admin created the project? – Rickard N Apr 04 '13 at 11:33
  • When Admin is owner then it works fine, If the owner is other user that problem is occurring. – Tamal Kanti Dey Apr 04 '13 at 12:03