Microsoft Dynamics CRM (Archived)

Workflow Security

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Posted on by BrianC

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Hello,

Is there anyway to enforce workflow security on one workflow that is On-Demand?

I have tried changing the scope, but no matter the scope - the users are able to run the workflow.

Thank you

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Hugo Silva 1,374 on at

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Hi Schweep,

The only way you have is on the security rule don't allow to run the workflow.

Go to: Security Role -> Customization -> Execute Workflow Job

The hard way: Create a custom button and put security on it

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BrianC 1,515 on at

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Hello Hugo,

Thank you for your answer.

Can you please elaborate the hard way?

Thank you,

Schweep

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Royal King 27,686 on at

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you should be able to control the access to workflow based on privilege defined in the security role. If you only give user level privilege to Process under the Customization tab of the security role then user will have access to only workflows created by him and shared with him. other workflows created on the system won't be visible to him when he clicks on the run workflow button.

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purwar purwar 2,836 on at

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Go to Security Role> Customization Tab>miscellaneous privileges> Execute Workflow Job

Remove "Execute Workflow Job" permission.

You can also check:

crmbusiness.wordpress.com/.../crm-20112013-what-security-roles-do-you-to-need-to-run-a-dialog

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BrianC 1,515 on at

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Hi Chitrarasan,

Thank you for your answer, I have done some tests and this is working.

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Hugo Silva 1,374 on at

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Hi Schweep,

The hard way is throw this:

ribbonworkbench.uservoice.com/.../132235-create-a-workflow-short-cut-ribbon-button-no-code

Then you need to apply a rule on the button to hide or show based on the user or security rule or other user attribute. Throw javascript or based on the a entity that user can`t see.

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Community Member on at

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Hi Hugo, Anyway we can create a button within the forms and write the code behind the button click event.

best wishes,

harihar

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Community Member on at

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This was really helpful. Thanks!

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