Automatically remove manually assigned resources

Generally it's best to take advantage of the dynamic roles for resource assignment for this reason: for example, Business Role assigns the resource based on some criteria for the Person record, including whether it's active or inactive.

If you have a lot of Peron records that are being deactivated then this would be a good route to prevent having to manually intervene in each case.

Trevor

Yes, but even with RBAC there should be a way to assign resources manually..and remove them "manually"..

I don't want to manually intervene, hence my question..

I'm sorry, I don't understand.

If you're looking at the Employee in Manager, for example, and it's a direct assignment, then it can be removed, assuming permissions are correct.

If you haven't configured automatic removal, then doing this manually would be the only way to do so.

Again, perhaps I don't understand the scenario.  Can you provide a screenshot of what you're referring to?

Trevor

If you manually assign something, you need to manually remove it. Or, create a custom process that removes all "Items to remove" (PersonHasResource, ....) automatically using a script.

Thanks Markus

How does it work if say I order something from the IT-shop and then the employee is deactivated? What happens with the resource then?

How does it work if say I order something from the IT-shop and then the employee is deactivated? What happens with the resource then?

If the employee is deactivated, it will be removed from the customer node of the (default) shop, as the definition of the dynamic role of this node excluded inactive employees.