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
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The 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.1
Agreed, it is not clear what functionality a user gets when selecting data types under "New Record Creation":
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Thanks for the feedback on this one. I will get this over to our Help documentation and UX teams for their added considerations.
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Glad 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?
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Hi 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.
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We 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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