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When Editing a User Defined Report (UDR) Schedule the Changes Are Not Retained (Doc ID 3006166.1)

Last updated on FEBRUARY 23, 2024

Applies to:

Primavera Unifier Cloud Service - Version 23.9 to 24.1 [Release 23.9 to 24.1]
Information in this document applies to any platform.


When "User1" tries to update a User Defined Report (UDR) Schedule tab settings, after making the change and clicking "Save" the changes are not being retained. The "Notification Schedule has been updated." message is displayed in a Unifier user interface popup, but the changes to the UDR schedule are not actually updated. The issue occurs for some UDR's but not for others. Per the following Knowledge Document if the user (or a group that the user is a member of) has "Edit Report" UDR permissions, then they should be able to edit the UDR Schedule settings successfully.

The 'Enable Scheduled Reports Run' and 'Auto-Email As Attachment To Report Owner' Checkboxes Do Not Save on a User-Defined Report (UDR) (Doc ID 2950340.1)

The Administrator has granted the "Edit Report" permissions to the "UDR Editors" user group and "User1" is a member of that group. However, when adding the "Edit Report" permission directly to "User1" instead of only to the user group then "User1" can successfully edit the UDR schedule settings. So permissions granted through the User Group are not sufficient to allow the user to succesfully edit the settings.

A user with "Edit Report" permissions granted through a User Group should be able to successfully edit a UDR schedule setup.

The issue can be reproduced at will with the following steps:

  1. Log into the Unifier environment.
  2. Navigate to Company Workspace > User Mode > Reports > User-Defined > Find and highlight "UDR1".
  3. In the right pane click on "Schedule" tab > Uncheck "Enable Scheduled Reports Run" and click "Save.
  4. There is a "Notification Schedule has been updated." message, but the change to uncheck the box is not retained.
  5. Unifier Administrator confirms that this user is a member of the "UDR Editors" user group.
  6. Edit the UDR Permissions to add "Edit Report" permission to the "UDR Editors" user group.
  7. Log out and back in as same user, attempt to edit the UDR Schedule settings and the changes are not saved.
  8. Edit the UDR Permissions to add "Edit Report" permission direclty to "User1".
  9. The user is able to edit the UDR Schedule tab and the changes are saved successfully.


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