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Filter Apply Rules list in CRM 3.0 OR apply user rights on apply rules list RRS feed

  • Question

  • Hello;

    I have created few event workflows in workflows manager in CRM 3.0, I am trying to apply security or filter them depending upon users. I don't all user to view those workflows in apply rules list so that they can't apply wrong rules without knowing.

    Objective:

    1- Filter out some workflows from apply rules list depending upon user, meaning apply user rights or security on the list of workflows.

    2- If security can't be applied on the list to limit the workflows to certain users, I want to check the Event name and then filter the rules which are not applicable to that event.

    Any help will be appreciated.

    Thanks
    Essa Mughal

    Toronto, Canada

    Thursday, June 25, 2009 2:17 PM

Answers

  • In CRM 3.0 you cannot apply user-level security of workflow rules, and I think your only option would be to write your own dialog box to replace the builtin Apply Rule dialog. This is possible but a fair amount of development work.

    CRM 4.0 does support user-level security on workflow rules, so if it's an option I'd conider upgrading to CRM 4.0
    Microsoft CRM MVP - http://mscrmuk.blogspot.com/ http://www.excitation.co.uk
    Monday, June 29, 2009 9:17 AM
    Moderator