Skip to main content

Hello, need help with Case email Draft permissions.

My problem is: Then user have created email with status "Draft" in Case object, some users can see this Draft, but other no.

As I understand, there is a question in permissions, but cant find something similar.

 

Thanks in advance
7 answers
  1. Aug 4, 2022, 4:50 PM

    You can use an Approval Process to address this issue. You can create a button that sends the text of the draft to various users for approval. This will be essentially sharing the draft before you send to ensure everyone agrees on the content