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Is there a way to use dataloader to provide viewer permissions on custom object?

  • May 6, 2025
  • 1 reply
  • 31 views
D
Platinum Innovator
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Hi,

We are using Custom Object inside our projects. We can add new person as a reviewer to the projects using dataloader which gives them permission to view the project data. But is there any way to provide permissions to custom object using dataloader directly? We have created a custom action for now but there is a limitation that it will take 50 rows at a time and we have to click multiple times to provide permissions.

If  this is possible then please share a sample for dataloader file. I checked the fields but not sure how to provide viewer role.

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1 reply

grant.mcallister
Planview Partner
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If Dataloader isn’t working, there are two other options that may be more flexible:

  1. If you have a Link between the Custom Object and the Project, you can set the link so that the Custom Object inherits permissions from the Project.
  2. If you don’t want all permissions to cascade down to the Custom Object from the project, you could have a workflow rule that runs when the Link is created that then grants more specific permissions. 

     

Grant McAllister | Kolme Group | Delivering AdaptiveWork Excellence (www.KolmeGroup.com)
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