Smart Field Process search in Business Process Parameter Set Search does not respect Site security settings

When attempting to search for a Smart field that has Site Security setup for a specific Site in CRM to add a step for the Business Process Parameter set, their are no records returned when filtering based on the Site.
We’re currently evaluating this issue for a fix in a future release.

Steps to Duplicate

  1. Go to Administration > Smart Fields
  2. Click Add
  3. Select the Smart field type (any should work), click OK
  4. Specify the Name
  5. Go to Parameters tab, select a site
  6. Under Site Filtering tab, mark checkbox for Site filter enabled and specify same site from previous step
  7. Click Save
  8. Go to Administration > Queue
  9. Click Add to create a "smart fields" queue
  10. Click Add Step
  11. For Business Process Type select Smart Field Process and for Site select the site specified in the steps above, click Search
  12. Note: No records found
  13. Remove the Site and click Search
  14. Note that the smart filed created in Step 4 above is visible


 Blackbaud CRM

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