We have a scenario where I have managers and staff. Different access planned for them to be able to create Quotes. Each Role should only be able to work on their own quotes and thus create their own and edit their own.
However, if the Access rights for Quotes are set to Only Assigned, you cannot create a quote because the Name field with various others are disabled. If the access rights for View and Update are either set to Only Assigned, the critical and compulsory fields such as Name etc is grey out. Thus you cannot create a Quote record as these fields are compulsory.
The only solution is to allow full access All Records on the quotes module in order for them to create and edit. Obviously this creates the problem that everyone can see and edit everyone quotes.
The bug resides in the Access rights between Only Assigned and All Records for the Quotes module for .
The attachment shows with Only Assigned that the fields on Quotes are disabled.