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Workflow change to utilize "Role" for specific users versus hard-coded users

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Posted on by ZS-04101531-0

Hello everyone, I have a proposed vendor changes workflow which is associated with vendor tables, is that possible to define a special role to grant the specific users only to utilize this workflow? Thanks.

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Komi Siabi 13,253 Most Valuable Professional on at

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You can check roles, Privileges, duties that give access to the vendors form and approval.

https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/fin-ops/sysadmin/security-diagstics-task-recordings?WT.mc_id=DX-MVP-5005271a

https://www.youtube.com/watch?v=78ok4US4Nqg
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Waed Ayyad 9,218 Super User 2026 Season 2 on at

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Hi Community member,

You can use security roles, by assigning the Workflow menu items to only the eligible users. You can create new role, new duty, new privileges for the workflow menu items and assign these privileges to the duty and the duty to the role. Give it try and tell me if you want any help.

Thanks,

Waed Ayyad

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Indrashis 62 on at

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Hi Waed,

How will you identify the workflow menu items?
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Waed Ayyad 9,218 Super User 2026 Season 2 on at

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Hi Community member,

From WorkfowType and WorkflowApproval names for the WF,

Example: SalesTable form is connected to RetailSalesLineWFType type then you should have the following menu items:

WF Approval: RetailSalesLineWFAppr is connected to RetailSalesLineWFType WF type

Thanks,

Waed Ayyad

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ZS-04101531-0 65 on at

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Thanks Waed for the detail steps, but unfortunately I don't have access to our development environment, still trying to look for whether there is a workaround by using the "Security configuration" in D365.
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Waed Ayyad 9,218 Super User 2026 Season 2 on at

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Hi Community member,

Yes, you can do you know the WF type name that you used? Is it custom or standard?

1-You can search for the menu items names that related to WF type name: It would be YourWFTypeCancelMenuItem && YourWFTypeSubmitMenuItem

2-You can search for the menu items names that related to WF approval name: It would be YourWFApprovalApprove && YourWFApprovalReject etc.

Thanks

Waed Ayyad

Please mark this answer as "Verified" if it solved your issue. In order to help others who will face a similar issue in the futur
Waed Ayyad 9,218 Super User 2026 Season 2 on at

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Hi Community member,

Did you try my suggestion? do you still need help?

Thanks,

Waed
ZvikaR 196 on at

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I am trying to see if I understand your question

Do you want only certain users to be able to SUBMIT the workflow for approval?

or you want only certain users to be able to APPROVE the workflow?
ZS-04101531-0 65 on at

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Thank you all so much for your reply.

@ZvikaR: I want only certain users to be able to APPROVE the workflow.

@Waed: I cannot find what you mentioned menu items names "YourWFApprovalApprove && YourWFApprovalReject".