web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Security role to "Pend...
Finance | Project Operations, Human Resources, ...
Answered

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

(0) ShareShare
ReportReport
Posted on by CU29070522-1 55
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:
//
 
 
I have the same question (0)
  • Verified answer
    GirishS Profile Picture
    GirishS 27,825 Moderator on at
    Security role to "Pending Vendor Invoices Assigned To me" form to approve workflow
    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.
  • Suggested answer
    CU29070522-1 Profile Picture
    CU29070522-1 55 on at
    Security role to "Pending Vendor Invoices Assigned To me" form to approve workflow
    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
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 299,349 Super User 2025 Season 2 on at
    Security role to "Pending Vendor Invoices Assigned To me" form to approve workflow
    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

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Join experts in person to explore low code and AI agents at the Power Platform Community Conference sponsored by Microsoft

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Abhilash Warrier – Community Spotlight

We are honored to recognize Abhilash Warrier as our Community Spotlight honoree for…

Congratulations to the September Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
CA Neeraj Kumar Profile Picture

CA Neeraj Kumar 2,100

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 890 Super User 2025 Season 2

#3
Sohaib Cheema Profile Picture

Sohaib Cheema 633 User Group Leader

Last 30 days Overall leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP

Product updates

Dynamics 365 release plans