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Cannot save Robots as they are asking to set a Record View

Overview

You are trying to save a robot but it's asking you to set a Record View (Shared or Personal) as an action with the following message:

A "Set record View Shared" or "Set record View Personal" action is required when Adding to Play.

However, you don't want to set this action up as it is an automated Play.

 

Information

If these records are not shared records (they are being shared by multiple people in the organization) then they would need to be set as a personal view (Set Record View Personal) meaning it will only matter to the person that it is being assigned to. 

 

 

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  1. Priyanka Bhotika

  2. Posted

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