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Workflow editing enabled in system permisison sets for transaciton capture

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Posted on by Marmeduke8

Good day Folks

Any advice on this permission query would be appreciated please.

I have established that in the standard permssion sets e.g. D365 SALES DOC,EDIT or maybe D365 SALES DOC, POST or even the similar ones for Purchases, the user is able to edit the workflow steps. They can create new workflows, They can also enable or disable workflows.

I don't want to make user defined permission sets for these standard transaction capture permission sets as I will end up with mostly user defined permission sets and I'd like to avoid that.

Does anyone have an idea how I could prevent the users from the workflow set up screens without creating many user defined permission sets?

Any input would be greatly appreciated please.

Thank you

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Greg Enns 1,102 on at

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RE: Workflow editing enabled in system permisison sets for transaciton capture

In simple cases like this, I will often add a custom boolean field to the UserSetup table like "Can Setup Workflows" and then test the Current USERID against this table. You'd probably want to do this using the OnOpenPage trigger for the appropriate pages.

The above is really a one-off solution and is not an excellent way to accomplish this (and requires custom coding). For a more elegant and comprehensive approach I would recommend a security add-on like this one: www.efoqus.ca/.../

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