@toni asked here about sharing records via automation.
I show here how it can be handled on a batch of records, having helped Toni I felt it might be useful to others if i shared a way to deal with a single record.
This short video talks through the process:
The automation looks like:
- Get your Tape API key however suits you
- Get the related ‘Person’ record (for the email address)
- A short Script block to share the record:
//Set your Tape Apikey
await tape.setApiKey(collected_api_key_field_apikey_value);
// Build your input
let d = {inputs: [
{
record_id: current_record_id,
add_permissions: [
{
email: collected__2432011_person_field_email_email,
permission_level: 2
}
]
}
]};
// Run the permisions with you input
const response = await tape.Record.batchUpdatePermissions(d);
console.info(JSON.stringify(response, null, 2));