Hello,
I am trying to copy saved searches of a user with a certian CRM business role for another role. Appreciate any help.
Business scenario
I have a saved search in the table CRMD_SHORTCUT that is specific to a user for a certain role. That user is now moving roles within the organization. Hence, I need to make his saved search available in another role.
What I have done
I created a new entry with the same information as the existing saved search and changed the business role.
TYPE = ADVSEARCH
Description = added same description
Application = New business roles
Related object = BuilContactAdvancedSearch
NAV_DESCRIPTOR = <ui object type>BP_CONTACT</ui object type>
AUDIENCE_TYPE = USER
AUDIENCE_KEY = <userid>
OWNER_TYPE = USER
OWNER_KEY = <userid>
PARAMETER = same as existing entry
Issue
I am unable to add the same GUID as the existing search also has the guid. So, I left the field blank.
When I log in, I am not able to see the newly created saved search using the new CRM business role.
Please advise.
Thanks