New Record Creation in Editing Rules
When I have selected a Data Type for 'New Record Creation' in the Report Permissions - Editing Rules, how does someone create a record? This has not been demonstrated in any of the help videos.
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Hi Jack!
Thanks for the feedback here. Curious, is this article and video any better or is this the one in question?
https://support.workiva.com/hc/en-us/articles/360036004111-Create-and-view-data#section2
0The OP is asking about the ability in a Report to add permissions to edit, as noted here: https://support.workiva.com/hc/en-us/articles/360036004091-Report-permissions-and-rules
Under "Creating an editing rule", step 5 shows you can select a data type under "New Record Creation".
There is no further instruction on how one goes about being able to add a new record via the report after the permissions and editing rule has been applied.
Nor is it intuitive when in the report to see how to add a record. E.g., we a created a user-centric report to show all Time Entries. I'd like them to be able to add a new row for new time entries.1Agreed, it is not clear what functionality a user gets when selecting data types under "New Record Creation":
1Thanks for the feedback on this one. I will get this over to our Help documentation and UX teams for their added considerations.
0Glad someone else asked the same question. Is granting access to the 'Data' experience necessary for someone to be able to create a new record of a data type?
0Hi Afeef Mirza! Great question. To answer, if a user is given "Create" Permissions with Direct Permissions, then "Data" will automatically show up for them in a controlled way.
0We aren't using Direct Permissions in this case. We have granted the New Record Creation permission in the Report Permissions editing rules.
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