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Service | Customer Service, Contact Center, Fie...
Suggested Answer

Accessing Workflows(Flows) in Evergreen Wave 2

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Posted on by 5

Hi All,

We have upgraded to Wave 2 but however end users are unable to execute Workflows against records. Sys Admins on the other hand are able to do so.

The steps we would take pre upgrade was to go to Advanced Find and use the Workflow button in there. However AF has been rreplaced.

Any tips would be much appreciated.

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  • Suggested answer
    Community Member Profile Picture
    on at
    RE: Accessing Workflows(Flows) in Evergreen Wave 2

    Hi JSingh13,

    You could navigate to PPAC -> Environments -> Your Environment -> Settings -> Features to disable the Modern advanced find:

    pastedimage1665022767766v1.png

    pastedimage1665022825876v2.png

    Then you can click the Advanced Find button to open the legacy advanced find pop-up:

    pastedimage1665022928293v3.png

  • JSingh13 Profile Picture
    5 on at
    RE: Accessing Workflows(Flows) in Evergreen Wave 2

    Thanks for that Steve. It was very useful.

    We subsequently found that Microsoft made available the Flow button to none Admin Users. We then went into Security Roles and enabled 'Run Flows' setting under Customisation Tab > Miscellaneous.

    This seems to have fixed the issue.

  • Community Member Profile Picture
    on at
    RE: Accessing Workflows(Flows) in Evergreen Wave 2

    Hi JSingh13,

    Thanks for sharing your solution.

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