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Workflow - Allow user to approve workflow but not submit to workflow. Possible?

Posted on by 3,041

Project Invoice Proposals

Is it possible to have a user be able to Approve/Reject workflows, but not allow the user to submit a proposal to workflow?

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  • Abdulaziz Albloshi Profile Picture
    Abdulaziz Albloshi 365 on at
    RE: Workflow - Allow user to approve workflow but not submit to workflow. Possible?

    If you need a pure technical solution, you can write some custom code on "CanSubmitWorkflow" method of the table or form and prevent users based on some logic.

    Otherwise you can try by removing submission menuitem from the user role.

  • Suggested answer
    OsmanIstanbul Profile Picture
    OsmanIstanbul 2,801 on at
    RE: Workflow - Allow user to approve workflow but not submit to workflow. Possible?

    Hi bRradly

    Wf approve/reject and submit are have separate menuitems. You can find related menuitems on standart roles. Then create a new role and add menu items you want

  • b_radlyjames Profile Picture
    b_radlyjames 3,041 on at
    RE: Workflow - Allow user to approve workflow but not submit to workflow. Possible?

    C. Shenk,

    I came to the same conclusion.  Thank you!

    Brad

  • Verified answer
    C. Shenk Profile Picture
    C. Shenk on at
    RE: Workflow - Allow user to approve workflow but not submit to workflow. Possible?

    Hello bRadlyJames,

    Thank you for the question - part of the problem here lies in preventing a particular user from being able to submit project invoice proposals without preventing access to the project module or some of its additional functions. The user to approve would still need to be able to review and access the invoice proposal (which is my immediate thought). It may be possible through experimenting with creating a custom role.

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