{"id":7815,"date":"2014-05-14T11:05:58","date_gmt":"2014-05-14T11:05:58","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=7815"},"modified":"2014-05-14T11:05:58","modified_gmt":"2014-05-14T11:05:58","slug":"restricting-workflow-rules-to-assigned-user","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/05\/14\/restricting-workflow-rules-to-assigned-user\/","title":{"rendered":"Restricting Workflow rules to Assigned User"},"content":{"rendered":"

In SageCRM workflow is an efficient way of systematic progress on work and related tracking. Workflow can be applied to any of the entities such as Case, Lead, and Opportunity etc. But how to handle the security of this workflow in order to make sure that no unwanted user can misuse it and disturb the business flow? This can be done by restricting the workflow rule to Assigned user only. Here is how.
\nGreytrix Self Service Portal: Customer retention \u2013 Food for thought:<\/span>
\n<\/strong>Customer Retention: The forgotten domain? Part \u2013 I
\n<\/a>Customer Retention: The forgotten domain? Part \u2013 II<\/a>
\nNavigate to below path, and click on the particular workflow you need to make restrictions to.
\nAdministration | Advanced Customization | Workflow<\/b>
\nBring the workflow to edit mode by clicking on Edit workflow button, then click on any of the workflow rule you want restrict it to. Below screen will be displayed.
\n\"1\"<\/a>
\nPaste the below code under JavaScript condition field and Save.
\n<Snippet><\/i>
\n\/\/ Get Current User iD<\/b><\/em>
\nvar iUserID= new String(eWare.GetContextInfo(“user”,”user_userid”)) <\/em>
\n if(iUserID==”” || iUserID==”undefined” || iUserID==”NULL”) iUserID=”0″;<\/em>
\n\/\/ Get Assigned User Id from Lead<\/b><\/em>
\nvar iassigneduserid= new String(eWare.GetContextInfo(“lead”,”lead_assigneduserid”)) if(iassigneduserid==”” || iassigneduserid==”undefined” || iassigneduserid==”NULL”) iassigneduserid=”0″;<\/em>
\niUserID=parseInt(iUserID);<\/em>
\n iassigneduserid=parseInt(iassigneduserid);<\/em>
\n if(iassigneduserid==iUserID)<\/em>
\n Valid=true;<\/em>
\n else <\/em>
\n Valid=false;<\/em>
\n<Snippet><\/i>
\nAlso Read:<\/strong><\/em><\/span>
\n1) Creating tasks through workflow with defined due period<\/a>
\n2) Setting Default Date Time while progressing through Sage CRM Workflow<\/a>
\n3) Progressing workflows through Interactive Dashboard<\/a>
\n4) Disabling Workflow for an Entity<\/a>
\n5) Trick to set workflow for Opportunities converted from Lead<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

In SageCRM workflow is an efficient way of systematic progress on work and related tracking. Workflow can be applied to any of the entities such as Case, Lead, and Opportunity etc. But how to handle the security of this workflow in order to make sure that no unwanted user can misuse it and disturb the\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[73,321,324,332,1,417,438],"tags":[740,1941,1954,2232,2524,2604],"class_list":["post-7815","post","type-post","status-publish","format-standard","hentry","category-configuration","category-restriction","category-rule","category-sage-crm","category-uncategorized","category-user","category-worklfow","tag-configuration","tag-restriction","tag-rules","tag-script","tag-user","tag-workflow"],"yoast_head":"\nRestricting Workflow rules to Assigned User - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/05\/14\/restricting-workflow-rules-to-assigned-user\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Restricting Workflow rules to Assigned User - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"In SageCRM workflow is an efficient way of systematic progress on work and related tracking. Workflow can be applied to any of the entities such as Case, Lead, and Opportunity etc. But how to handle the security of this workflow in order to make sure that no unwanted user can misuse it and disturb the\u2026 Read More »\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/05\/14\/restricting-workflow-rules-to-assigned-user\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2014-05-14T11:05:58+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/05\/11-1024x335.jpg\" \/>\n<meta name=\"author\" content=\"greysagecrm\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"greysagecrm\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/05\/14\/restricting-workflow-rules-to-assigned-user\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/05\/14\/restricting-workflow-rules-to-assigned-user\/\",\"name\":\"Restricting Workflow rules to Assigned User - Sage CRM \u2013 Tips, Tricks and Components\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/05\/14\/restricting-workflow-rules-to-assigned-user\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/05\/14\/restricting-workflow-rules-to-assigned-user\/#primaryimage\"},\"thumbnailUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/05\/11-1024x335.jpg\",\"datePublished\":\"2014-05-14T11:05:58+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/05\/14\/restricting-workflow-rules-to-assigned-user\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/05\/14\/restricting-workflow-rules-to-assigned-user\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/05\/14\/restricting-workflow-rules-to-assigned-user\/#primaryimage\",\"url\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/05\/11-1024x335.jpg\",\"contentUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/05\/11-1024x335.jpg\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/05\/14\/restricting-workflow-rules-to-assigned-user\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Restricting Workflow rules to Assigned User\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\",\"name\":\"Sage CRM \u2013 Tips, Tricks and Components\",\"description\":\"Explore the possibilities with Sage CRM insights through our comprehensive blogs. 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