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Hi All,
we have recently upgraded from CRM online 2016SP1 to 365 for Sales.
The security around Business Process flows and how they are defaulting are different.
I have the following scenario:
Security Role 1
Security Role 2
Business Process Flow 1
Business Process Flow 2.
If the user has only Security Role 1, it should default to Business Process Flow 1
If the user has only Security Role 2, it should default to Business Process Flow 2
If the user has both Security Roles, it should default to Business Process Flow 1
The Order Process Flow is set to:
Business Process Flow 1
Business Process Flow 2
(is it correct that the Edit Security Roles are ignored within the Business Process Flow ?)
The security roles are setup as follows on the Business Process Flows tab:
Security Role 1 has
Security Role 2 has:
When I now assign only Security Role 2 to the user, it still defaults to Business Process Flow 1 which I can't figure out how come.
Anyone any thoughts to either move forward with or getting a better understanding how this should work?
Thank you in advance.
Jeroen
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Thank you both of you for your reply.
To me it feels weird that defaulting the right process should now be done by using some script.
When I open the Business Process Editor and go to Edit Security Roles I am able to select the roles but it never remembers my selection and there is also no Save button.
This made me think that everything is now controlled from the Security Role on the Business Process Tab where I played around with the Create priviledge.
The way I tested this was by using the New button and therefore the new security should be applicable.
Hi,
I think you might want to check a couple of things:
1. See which if those processes are enabled for the correct roles:
Open business process editor and use "Enabled Security Roles" button
2. Have a look at this article for how to set default business process:
blogs.msdn.microsoft.com/.../set-default-business-process-on-a-form-while-creating-new-record
Hi Jeroen,
If Security Role 2 had access to and was using Business Process Flow 1 earlier, then it would show Business Process Flow 1 on the existing records. However, if you create new record, it should display Business Process Flow 2, as you have not given it permission for it.
I would suggest, if you want Security Role 1 to use only Business Process Flow 1, then remove all permissions for Business Process Flow 2 or else it will create confusion for users.
Hope this Helps!
Regards,
Kewal Shah
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