3 Replies Latest reply on Sep 13, 2011 10:53 AM by gatorup

    Precondition based on Role or User Type?

    gatorup Specialist

      Can a precondition in a workflow be used to allow access to actions based on a User's Role or Type (End User/Analyst)?  I want to allow an action to be used by anyone in a certain role (user type might work too) OR if the current user is the creator of the article whether they are a member of the role or not.

        • 1. Re: Precondition based on Role or User Type?
          Expert

          Hi Mark

           

          People may jump in here and correct me if I'm wrong but the I think the permission to perform the action has to be set on the role privileges.  You can have a precondition in to only show the action if a condition is met/not met but ultimately the user must have the privilege to perform the action.

           

          Helen

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          • 2. Re: Precondition based on Role or User Type?
            karenpeacock SupportEmployee

            Hi

             

            Yes I agree with Helen.  You can do a condition that says "is this field equal to the current user" so in your example you would select Article - Created By -  Equals - select Runtime Value then under Value select Macro and Current User.  However you can't do a condition that just checks for values off the current user such as "is the current user a member of role x".

             

            However what you can do is create a manual action that is the next step in your process but only give privileges to that action to the roles that you want to be able to perform it.  Other users who don't have this privilege won't be able to perform or see it.

             

            Best wishes

            Karen

            • 3. Re: Precondition based on Role or User Type?
              gatorup Specialist

              Thanks Helen and Karen!

               

              That is pretty much what I thought, but wanted to see if anyone else knew of another way to do it.

               

              Thanks again,

              Mark