How to restrict an on-demand workflow to group of users or system admins

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Posted on by Drew Inc.

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Hello,

We have a requirement for our administrative purposes to change status outside the defined process(on demand) for group of users or system admins. I tried to implement user scope workflows, but scope is limited to the automated process and not the on demand process. Kindly an experts can input their ideas for this.

Thanks

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Guillermo Estevez on at

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RE: How to restrict an on-demand workflow to group of users or system admins

[quote user="Scott Durow"]

Hi - You could always use security by obscurity by hiding the standard run workflow button and add custom buttons?

[/quote]But if you follow this approach you are preventing any other given Workflow that can be run without the protecting logic. Am I wrong?

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Guillermo Estevez on at

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RE: How to restrict an on-demand workflow to group of users or system admins

[quote user="siba_sankar"]

HI, You can use check condition in your process that modified by is not you or specific team, then stop workflow. it helps me.

[/quote]Hi,

i have tried to do this in CRM 365 online with no luck, the closest I can get is to do a compare on:

Owning User (User Name): User Name does not equal [Modified By (User): User Name]

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Community Member on at

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RE: How to restrict an on-demand workflow to group of users or system admins

HI, You can use check condition in your process that modified by is not you or specific team, then stop workflow. it helps me.

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epark06 1,328 on at

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RE: How to restrict an on-demand workflow to group of users or system admins

[quote user="LearningCRM"]

I'd like to know if there was a workaround for this, that didn't require changing the security roles of all users or adding custom buttons. I need to restrict the on-demand workflow to a certain group (from multiple BUs). Would it be possible to add a "Stop Workflow" step if user updating certain field does not equal x,y,z?

[/quote]

Never mind, I just added the users to the field level security profile.

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epark06 1,328 on at

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RE: How to restrict an on-demand workflow to group of users or system admins

I'd like to know if there was a workaround for this, that didn't require changing the security roles of all users or adding custom buttons. I need to restrict the on-demand workflow to a certain group (from multiple BUs). Would it be possible to add a "Stop Workflow" step if user updating certain field does not equal x,y,z?

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ScottDurow 21 on at

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RE: How to restrict an on-demand workflow to group of users or system admins

Hi - You could always use security by obscurity by hiding the standard run workflow button and add custom buttons?

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Drew Inc. 1,680 on at

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RE: How to restrict an on-demand workflow to group of users or system admins

Ah! Isn't there any easy solution for this? Thanks for the help Scott.

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ScottDurow 21 on at

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RE: How to restrict an on-demand workflow to group of users or system admins

Hi,

Ok - got it - since CRM security is addative and not restrictive - you'll need to restrict access to all workflows first and then give access accordingly. You can do this by normal user roles only having 'user' access to processes and then sharing the workflows with Business unit teams or other teams that need access.

Hope this helps!

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Drew Inc. 1,680 on at

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RE: How to restrict an on-demand workflow to group of users or system admins

Well sorry for the confusion. I just want give access to an on-demand workflow for group of people. But other workflows should work as is for all the users.

Thanks

Dw

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ScottDurow 21 on at

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RE: How to restrict an on-demand workflow to group of users or system admins

You can give users permissions to workflows (Processes) in the same way as other records - so if you gave a user only BU access to Process they will only see workflows in their own business unit.

Hope this helps!

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