Action Plan Dependent Tasks will not be created when the user does not own Action Plan record in Private sharing model org
Last updated 16 days ago ·Reference W-9609495 ·Reported By 1 users
In Review
Summary
Action Plan dependent tasks creation fails when the task is completed by the user without access to the associated Action Plan record and Action Plan Template.
Repro
On an FSC and Action Plans enabled org:
1. You will need two users: User1 and User2 to recreate this issue:
1.1. User1 can be a standard user or sysadmin with the Action Plans PSL assigned and CRUD enabled on ActionPlan and ActionPlanTemplate via extra permission set or via profile.
1.2. User2 must be a standard user with Action Plans PSL and CRUD for ActionPlan and ActionPlanTemplate.
1.3. NOTE: The View All or Modify All object permissions should not be enabled for User 2.
2. As User1, create the Action Plan Template:
2.1 Name: ActionPlanTemplate1
2.2 Template Owner: (default - self)
2.3 Action Plan Type: Industries
2.4 Target Object: Account
3. Add new template item tasks:
3.1 On the ActionPlanTemplate1 detail page, click New Task
3.2 Subject: Task1
3.3 Priority: Normal
3.4 Days: 1
3.5 Required: (checked/true)
3.6 Assigned To: Specific User > User 2
3.7 Add a second new Task
3.8 Subject: Task2
3.9 Priority: Normal
3.10 Days: 2
3.11 Assigned To: Specific User > User 2
3.12 Dependent Task: Task1
3.13 Publish Template
4. As User 1, create a new Action Plan using ActionPlanTemplate1 on any Account.
4.1 Create or use any Account record. (Note: the Account lightning page should have the Action Plans component added to apply new AP)
4.2 Click New Plan in the Action Plan Component
4.3 Name: ActionPlanTemplate1
4.4 Start Date: Today
4.5 Action Plan Template: ActionPlanTemplate1
4.6 Click: Next -> Save
5. With the Action Plan created, Login as User 2 to complete the Task
5.1 As User 2, navigate to the Account used in step 4 OR navigate directly to the assigned Task1
5.2. Complete Task1
* At this point, note that Task1 is completed and Task2 did NOT get created. When doing this with the original ActionPlan and ActionPlanTemplate owner, the creation is successful.
Workaround
'View All’ setting can be granted to the impacted user profiles for both ActionPlan and ActionPlanTemplate objects.
Reported By (1)
Is it Fixed?
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