Security role to "Pending Vendor Invoices Assigned To me" form to approve workflow

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Posted on by CU29070522-1

Hello All,

I am working on a requirement in /Pending Vendor Invoices Assigned To me/ form to Access Workflow Option (VendorInvoiceWorkflowDropDialog Form) to Approve/Reject/Delegate.

I have created a Privilege and Assigned the Form VendorInvoiceWorkflowDropDialog to it and provided the Access to 'Delete'.

In the Form Button Group For the Controls, I have modified 'Need Permission' to 'Manual'. Also I have added the controls under this Privilege Entry point reference created in above step.

After creating Duty and Role with the privilege above, I have assigned the role to test user.

Actual outcome expected:

Outcome now:

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GirishS 27,833 Moderator on at

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Hi,

I guess you need to add the workflow event handler menu items to the security privilege - Navigate to the workflow type related to vendor invoice which will be "VendProcessInvoice" - On the property windows you will be having the required menu items to be added to the privilege - Try adding that privilege and check.

Thanks,

Girish S.

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CU29070522-1 55 on at

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Hello All,

The development is working fine now.

Resolution:

I have added the MenuItemAction which is used to perform Action/operation on the workflow form and I have listed it below. For my case I have provided Delete permission under the Privilege-> EntryPoint-> MenuItemAction.

Thank you @GirishS for the information.

Note: Not required to add controls to the Privilege->EntryPoint->SecurityEntryPointReference->Controls

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André Arnaud de Cal... 303,397 Super User 2026 Season 1 on at

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Hi,

Your question has already been answered. FYI, I created a blog about this topic about two months ago: Workflow security in Dynamics 365 Finance and Operations - Dynamicspedia

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