{"id":23249,"date":"2020-04-06T11:43:19","date_gmt":"2020-04-06T11:43:19","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=23249"},"modified":"2021-07-27T07:27:18","modified_gmt":"2021-07-27T07:27:18","slug":"how-to-restrict-user-from-executing-on-demand-flow-workflow","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2020\/04\/how-to-restrict-user-from-executing-on-demand-flow-workflow\/","title":{"rendered":"How to restrict user from executing On Demand Flow\/Workflow"},"content":{"rendered":"<h2><strong>Introduction<\/strong><\/h2>\n<p>In Dynamics 365 CRM, we can create On Demand Flows \/ Workflows, which allows user to execute them manually to perform certain actions as and when required. But what if you do not want specific users to execute these Flows manually?<\/p>\n<p>In such case, follow the steps given below to restrict users from executing Flows manually:<\/p>\n<p>1. Create Custom Security Role.<\/p>\n<p>2. Update Security Role to remove read access for Process entity as shown in below screenshot:<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-23250\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/04\/1Workflow.png\" alt=\"Workflow\" width=\"1030\" height=\"387\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/04\/1Workflow.png 1030w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/04\/1Workflow-300x113.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/04\/1Workflow-768x289.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/04\/1Workflow-1024x385.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/04\/1Workflow-660x248.png 660w\" sizes=\"(max-width: 1030px) 100vw, 1030px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>3. Apply the security role to user.<\/p>\n<p>Given below is an example where we have created an On Demand Workflow and Flow for the Account entity:<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-23251\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/04\/2Workflow.png\" alt=\"Workflow\" width=\"1144\" height=\"417\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/04\/2Workflow.png 1144w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/04\/2Workflow-300x109.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/04\/2Workflow-768x280.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/04\/2Workflow-1024x373.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/04\/2Workflow-660x241.png 660w\" sizes=\"(max-width: 1144px) 100vw, 1144px\" \/><\/p>\n<p>Once you remove access to process entity, users will get the following pop-up showing access error when they try to execute On Demand Flow\/Workflow:<\/p>\n<p style=\"padding-left: 80px;\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-23252\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/04\/3Workflow.png\" alt=\"Workflow\" width=\"462\" height=\"314\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/04\/3Workflow.png 462w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/04\/3Workflow-300x204.png 300w\" sizes=\"(max-width: 462px) 100vw, 462px\" \/><\/p>\n<p><strong>Conclusion<\/strong><\/p>\n<p>In this way, by following the above steps you can easily restrict users from executing On Demand Flow\/Workflow.<\/p>\n<p>&nbsp;<\/p>\n<h2 style=\"text-align: left;\"><div class=\"su-heading su-heading-style-default su-heading-align-center\" id=\"\" style=\"font-size:15px;margin-bottom:5px\"><div class=\"su-heading-inner\">Cut short 90% of your manual work and repetitive data entry!<\/div><\/div><\/h2>\n<p style=\"text-align: left;\"><em>Get 1 Click apps and say goodbye to all repetitive data entry in CRM &#8211;<\/em><br \/>\n<em><strong><a href=\"https:\/\/www.inogic.com\/product\/productivity-apps\/click-2-clone-microsoft-dynamics-crm-records\" target=\"_blank\" rel=\"noopener noreferrer\">Click2Clone<\/a> <\/strong>\u2013 Clone\/Copy Dynamics 365 CRM records in 1 Click<\/em><br \/>\n<em><strong><a href=\"https:\/\/www.inogic.com\/product\/productivity-apps\/click-2-export-microsoft-dynamics-crm-reports\" target=\"_blank\" rel=\"noopener noreferrer\">Click2Export<\/a><\/strong> \u2013 Export Dynamics 365 CRM Report\/CRM Views\/Word\/Excel template in 1 Click<\/em><br \/>\n<em><strong><a href=\"https:\/\/www.inogic.com\/product\/productivity-apps\/undo-restore-recover-deleted-dynamics-365-crm-records\" target=\"_blank\" rel=\"noopener noreferrer\">Click2Undo<\/a><\/strong> \u2013 Undo &#038; Restore Dynamics 365 CRM data in 1 Click<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Introduction In Dynamics 365 CRM, we can create On Demand Flows \/ Workflows, which allows user to execute them manually to perform certain actions as and when required. But what if you do not want specific users to execute these Flows manually? In such case, follow the steps given below to restrict users from executing\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.inogic.com\/blog\/2020\/04\/how-to-restrict-user-from-executing-on-demand-flow-workflow\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":13,"featured_media":23253,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[16,18,19,67],"tags":[2032,1841],"class_list":["post-23249","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dynamics-365","category-dynamics-365-v9-2","category-dynamics-crm","category-workflows","tag-demand-flow","tag-workflow"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/23249","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=23249"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/23249\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media\/23253"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=23249"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=23249"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=23249"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}