I have defined a caveat on the default security of a record type, and set new items to copy to item. The caveat is not copying down to the new record, although access control is.
I also have a default profile for all organisations, but I am unable to assign Highest Security level with single caveats.
Help required :)
I defined the caveat on a container. When the container is created, the caveat is not applied.
have you added the caveat to the profile of the user who is creating this record .....