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Assign Task to other user using Canvas App.

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I am using the Standard "Task" table to create task and display. The app security is such that user can only access their own records. Now the functionality that we need is to be able to assign the Task to some other user and I was trying to change the "Owner" of the task to assign it to other user. But when a user who does not have "System Administrator" security role tries to change owner they are getting this error.
"The user does not have read access to the record"

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Microsoft Dataverse with Power Apps

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EricRegnier 8,720 Most Valuable Professional on at

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Hi @Anonymous ,

You shouldn't need System Admin roles to re-assign. Ensure the security role(s) have Assign privilege organisation-level on Activity and that the new assignee's security role(s) if they're different have at least privileges to read/write/append to/append on Activity, and optionally Assign org-level as well if they also need to re-assign tasks.

More info: https://docs.microsoft.com/power-platform/admin/wp-security-cds#entityrecord-ownership

Hope this helps!

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Community Power Pla... on at

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Hi @EricRegnier
I have tried your solution but for some reason I can not locate "Task" table in security role setting to set the Assign privilege organisation-level.

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ChrisPiasecki 6,422 Most Valuable Professional on at

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Hi @Anonymous,

As @EricRegnier mentioned, you need to set privileges on the Activity table. Tables that are activities such as Task, Email, Phone Call, etc are secured via Activity and you won't see them listed when configuring security role permissions.

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Community Power Pla... on at

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Hi @ChrisPiasecki @EricRegnier
I have updated the privileges on the Activity table.
And when I try to set the "Owner" column value while patching the record I get this error.

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ChrisPiasecki 6,422 Most Valuable Professional on at

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Hi @Anonymous,

Can you confirm the owner of the record changed? Once you reassign the record, then seeing a read error would be expected because users can only read records they own. If you insist on restricting the user to only user level for read, then you may want to redirect them back to a different screen after reassigning to avoid an unpleasant user experience.

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Community Power Pla... on at

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Hi @ChrisPiasecki
In this case I am navigating to the list view after creating the new record but still facing this error.

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EricRegnier 8,720 Most Valuable Professional on at

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Hi @Anonymous, Are you getting the error or the newly assigned user? It's normal that you're getting the error because after re-assignment you no longer have access to this activity/task. To fix that there's an option to share record with original owner:

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Community Power Pla... on at

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Hi @EricRegnier
I have turned on the share record with original owner setting but still facing same error. I understand that the error is normal and the Owner is updated but for user experience I need to eliminate this error.

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EricRegnier 8,720 Most Valuable Professional on at

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I guarantee that this is supposed to work 🙂 Ensure that the privileges are configured as follows (sharing at org-level):

Don't think it's this but try publish all. Let me know how that goes once the role is updated and publish all.

Cheers!

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Drew Poggemann 9,287 Most Valuable Professional on at

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Hi @Anonymous,

@EricRegnier and @ChrisPiasecki are 100% on the right path here on the security side. I am just adding to hopefully add some additional thing to review but they have hit most everything...

You are in a Canvas App so I would suggest to make sure you Clear on your Collection (or ClearCollect) before returning to the list view because it might still be in your list and you want it removed so you don't get the error. You could also remove the item from the collection on the re-assign manually as well with the Remove() function.

Hope this helps.

Thanks much,

Drew

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