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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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ZS-04101531-0 65 on at

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

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".
ZvikaR 89 on at

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

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?
Waed Ayyad 6,332 Super User 2024 Season 2 on at

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

Hi Community member,

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

Thanks,

Waed
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Waed Ayyad 6,332 Super User 2024 Season 2 on at

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

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
ZS-04101531-0 65 on at

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

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 6,332 Super User 2024 Season 2 on at

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

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

Please mark this answer as "Verified" if it solved your issue. In order to help others who will face a similar issue in the future
Indrashis 60 on at

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

Hi Waed,

How will you identify the workflow menu items?
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Waed Ayyad 6,332 Super User 2024 Season 2 on at

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

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

Please mark this answer as "Verified" if it solved your issue. In order to help others who will face a similar issue in the future
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Komi Siabi 12,692 Most Valuable Professional on at

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

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