allow to execute Workflows only for Users who created an activity

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Posted on by Tappy

Hi there,

I created an re-open workflow for activity entities (eg. Phonecall). This Workflow should only be executed by the User who created it. I couldn´t find a solution for this. Neither in the Workflow itself nor as a business rule. Even the Ribbon Workbench only allow to have privileges on rules not on a current user base.

So what I need is something like that: if current user equals field value in created by field, then show Button re-open Workflow or let him execute the workflow without any error message. If the current user does not equal the created by field value, than hide the Button or don´t let him execute the Workflow and show error message.

I work on a 8.2 Version and have no clue about scripting

Any suggestions?

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Torrado 1,270 on at

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Hello,

You need to configure Enable Rule for that button, to show only when the user is the creator of the activity record.

Please refer to this post by the Ribbon Workbench author (it has video as well) to understand how the Enable Rules are configured: ribbonworkbench.uservoice.com/.../121427-enable-disable-a-ribbon-button-dynamically-based-o

You might need to modify and combine the script to get the "Current User Id" compared to the "Created By Id" value.

Please check this article about how to get the current user for your D365 version: crmorion.blogspot.com/.../how-to-get-current-user-id-in-crm-2013.html

Hope this helps you,

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