I’m trying to figure out how to assign a Profile Owner or Contributor to a Profile in NERM.
According to the documentation, there are these options:
By assigning the owners or contributors directly on a profile.
By including a step in a workflow to add an owner or contributor automatically.
By adding an attribute to the profile with a contributor or owner type, so that contributors can be added manually during profile creation.
However, it seems like none of these are fully working for me. I’m able to assign Lifecycle Roles to users, but not the system default roles (Profile Owner/Contributor) as expected.
I’m mainly looking for a way to assign an Profile Owner or Contributor automatically through a workflow.
Would you be able to share what you have so far in your workflow? I have a couple of workflows in NERM to assign “OWNERS” and I want to make sure I am passing along the right information to you.
One quick suggestion you can try in your workflow:
If you’re creating a contractor, you can set the requester as the profile owner. In the CREATE action, there’s a setting that allows you to do this. Have you had a chance to try that yet?
share more details about your use case or specific workflows
This is not a fully implemented workflow yet. please take a look at it. I was trying to assign an owner through the request form, but when searching for the profile owner, it is returning ‘None’ The same issue occurs when using the profile owner select option.
Here is an example for Update Assignment Collaborators from orgs. I think this is what you are looking for help with. This is in the BATCHES workflow option. This workflow ensures that the correct Collaborators are assigned to the assignment. Please let us know if you have any questions.
@mpotti This seems to help with batch requests, but I was specifically trying to assign the Owner and Contributors during both the profile creation and update flows. I’m not sure if the permissions are set up correctly at the moment, I’m only seeing users with NERM Admin access available when assigning an Owner or Contributor in both flows. I’ve been tweaking the setup to get it working as expected. update_workflows_1746113084447.json (20.6 KB)