I am doing some folder testing and want to create a UI rule to set the folder based on the application account that is creating the ticket. I have created a role called Support Request" an Application Account called "Support Request" and a person record called "Support Request" Whith the Person record related to the Application account. The person record has a folder defined we will call "General" I have no folder defined in the template so it is blank when opening a Support Request. I have tried a bunch of different UI rules to set the folder to Entered by person folder but it does not work. I receive a error which I have attached below it basically says it is null.
could this be because a person can be related to multiple folders through the account or through role assignments. Sorry to answer with a question though it is what comes to mind. I can't verify this at the moment though so not sure at the moment.
Whats the rule that you are using and does the account have permissions to more that one folder by account or role assigments?
The roles are only related to the one account and the one workgroup. I have three acounts, persons and roles and folders each independant of each other that I am using for test. None of them work not even when I use the system account. I have also tried the UI Rules that were mentioed in this thread with no luck. I know the folder permissions part is work because I can only select the folder that is related to the ID account that I logged in with. The folder is grayed out but I can still select the folder. So I am confused why this does not work. I have tried UI and DB rules when Support Request opened closed etc with no luck. I am running SD4.5 with SP18