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I have a workflow to send an email to an approver, so he can approve the order. But the problem is when I click on the link in the email, it still goes to the requestors form which is the main form. I created an approvers form which is also a main form. Now when the approver receives the email, how can he be directed to the approvers form? Is this through a specific url link or is this done through security? I have not touched on security yet. My other concern is that, what if the approver can also be a requestor? I can tackle the latter issue later, but I want to know how the email link can direct him to open the approver form. Thanks.
Hello bp3378,
Yes,
You can make use the OOB feature Role Based Form Security which will make sure to show a Entity form to Specific user Role.
docs.microsoft.com/.../assign-security-roles-form
Thank you,
Amit katariya
Hi,
You can look at the below article to restrict form access based on role.
Hey that worked. I added that in the workflow email.
But how do you prevent the approver from navigating to different form view? Because after the approver approves, there is another email sent to the card holder to approve and purchase status needs to change. I want to stop approver from going to this form. Is this done through security roles? If so can you provide me with some good websites that i can read about or see. I never dealt with security roles before in d365. Thanks.
Hi bp3378,
You could append "&formid=[your form id]" to the link and then open the specific form. As the following screenshot shows:
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