Permission Set to CLONE Cases Regardless of Who Created the Case

Question

As the subject states, is there a permission set one can create and assign to allow lower level users/roles/profiles the ability to clone cases that were created by higher level roles (i.e. Managers)? I've been testing the users in question in our sandbox environment, and log in as users who are reporting the insufficient privileges error by attempting to clone cases created by managers/those with higher level access. Sometimes the error will appear while other times it will not. There's been no consistency in why. It's the same record type.

Geoffrey Flynn · Accepted Answer

Sounds more like a validation rule to me then, do you see any under Setup > Customize > Cases > Validation Rules ?     What does the error message look like?  Can you provide a screenshot?

Jacob Kohler · Answer

Geoffrey - Thanks for offering that. I did some additional troubleshooting and am starting to find that cases created older than one day can be cloned by the users, while anything created by a manager TODAY, cannot be cloned by the users in question. Very odd - I'm wondering if a workflow is preventing them from doing so/triggering the error message for privileges. I'm going to contact Salesforce support and see what they're able to find.

Permission Set to CLONE Cases Regardless of Who Created the Case

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