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

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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:
//
 
 
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 292,111 Super User 2025 Season 1 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
  • Suggested answer
    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
  • Verified answer
    GirishS Profile Picture
    GirishS 27,821 Super User 2024 Season 1 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.

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