Reltio Connect

Hi Team,

We have requirement, when DCR is created for an specific entity , it should assign the DCR to only for specific user who have access to entity. It should not display user who have access to other entities .
Is it possible to achieve this using roles?

For example :
When DCR is created for HCP entity , it should assign to User1 and in assignee list it should User 2, 3
When DCR is created for Org entity , it should assign to User4 and in assignee list it should User 5, 6
When DCR is created for Site entity , it should assign to User7 and in assignee list it should User 8, 9

Thanks,
Rahul Rajan

------------------------------
Rahul Rajan
Fresh Gravity
------------------------------

This is fairly straightforward.  You just need to define the metadata security accordingly with entity types and roles.

------------------------------
Gowthamprabhu Sivaraj
AstraZeneca
------------------------------

Original Message:
Sent: 08-02-2022 03:17
From: Rahul Rajan
Subject: Configuring DCR asignee list

Hi Team,

We have requirement, when DCR is created for an specific entity , it should assign the DCR to only for specific user who have access to entity. It should not display user who have access to other entities .
Is it possible to achieve this using roles?

For example :
When DCR is created for HCP entity , it should assign to User1 and in assignee list it should User 2, 3
When DCR is created for Org entity , it should assign to User4 and in assignee list it should User 5, 6
When DCR is created for Site entity , it should assign to User7 and in assignee list it should User 8, 9

Thanks,
Rahul Rajan

------------------------------
Rahul Rajan
Fresh Gravity
------------------------------