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Changing 'Created By' for a HighQ File iSheet Record

tgent

Hi All
I'm an API Newb - but I've managed read the contents of a complex quoting tool and send the required data to an iSheet to create my shiny new quotation document… Great!!!

The challenge I have now though is about ‘letting Basic Users’ see that iSheet and it’s attached document, without letting ALL users see ALL Quotes.

It's true - I can send a link to the correct iSheet entry with ‘Email Rules’, all the user has to do is click on the iSheet View and they can see EVERY iSheet entry created and therefore the details of every quote.  

I thought – Great – lets just filter the iSheet entry based upon the Creating User!

Sadly that will not work though as the ‘creating user’ is not my user – it’s a API USER, which is always fixed as the same user who created the API Application Keys :o(.

So my question is – is there any way that I can Change the iSheet’s ‘Created By’ entry for my created iSheet record. I know the users email address at the point the iSheet Entry is created, can I perhaps use the API to wait until the iSheet entry is complete – then change the ‘Created By’, from the API User name to the ‘actual’ user name?

 

Any thoughts or advise would me much appreciated.

  • 0
    Thomson Reuters Thomson Reuters staff member

    Hello, 

    We're looking into it.

    Thank you!

  • 0
    Thomson Reuters Thomson Reuters staff member

    Hello,

    Created By column values cant be changed. iSheet views can have conditions with created by/Modified by Me filter i.e. logged in users can see the iSheet records created by, Modified by themselves but here the records are created with the API user which seems the problem.

    Thanks!

  • 0 in reply to Karthikraja Thangaraju

    Yep - thats exactly the issue. :(. 
    I've been tinkering with using 'GET /admin/impersonate?userid=XXX' as an API call. And initially this looked promissing. i was able to immitate my own user and create iSheet entries where the 'Create By' field showed my user. 

    However - as soon as I switches the user to a 'Basic User' - the API call failed with a 403 error? 
    The user has rights to the iSheet, and I can 'Proxy Login' the user (on the web site) and manually create an iSheet entry - but for some reason the Impersonate process will not work via the API for Basic Users? 

    Anyone else doing that - using the API to login as a Basic User and create an iSheet record? 

  • 0 in reply to tgent

    Hi, my guess is it's an issue related to the basic user not having admin rights therefore not having the impersonate feature.

    If I understand your case correctly, I would use the iSheet view filters, something along the lines of: If [User lookup column] contains/is equal to [said users/group] and then either share each record with the users using the User lookup column or have all the user in a group and share the entry with a group. Hope it makes sense!