{"id":9257,"date":"2014-12-10T11:50:16","date_gmt":"2014-12-10T11:50:16","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=9257"},"modified":"2014-12-10T11:50:16","modified_gmt":"2014-12-10T11:50:16","slug":"restrict-access-to-workflow-rules-based-on-teams","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/12\/10\/restrict-access-to-workflow-rules-based-on-teams\/","title":{"rendered":"Restrict Access to Workflow Rules based on Teams"},"content":{"rendered":"

In our earlier post, we had explained how to restrict any particular user from accessing workflow rule. Refer below link. Restricting Workflow rules to Assigned User<\/a>
\nNew Stuff:<\/span>\u00a0<\/em><\/strong>Secure Documents and Communications in Sage CRM<\/a>
\nIn this blog, we will explain how to restrict access on Workflow Rules based on Teams. Consider an example, where you want to show Proposal Submitted workflow Rule only for the Sales Team.
\nWorkflow Rule can be easily restricted by below 2 ways.
\n1) Workflow Customization:
\n<\/strong>a) Navigate to Proposal Submitted Rule and you will find Restricted to Team<\/strong> dropdown.
\n\"WF1\"<\/a>
\nb) Set this field to Sales Team and Click on Save<\/strong> button.
\nc) Once this is done, Proposal Submitted will be only visible for Sales Team.
\n
\n2) Workflow Customization by adding JavaScript Condition:
\n<\/strong>Suppose you want to provide access to Proposal Submitted rule only for Marketing and Direct Sales Team, then you need to add below script into the JavaScript condition of Proposal Submitted Rule.
\nvar TeamID = CurrentUser.user_primarychannelid;
\nif (TeamID == 1 || TeamID == 4)
\nValid = true;
\nelse
\nValid = false;
\n\"WF2\"<\/a>
\nYou must have wondering that how to add Team ID\u2019s into the above code. You just need to execute query on Sage CRM SQL database as shown below.
\n\"WF3\"<\/a>
\nClick on Save<\/strong> button and check the same.
\nYou can modify above code to meet your requirements.
\nAlso Read:<\/span>
\n<\/em><\/strong>1) Workflow Tip to set Document Type and Category<\/a>
\n2) Hide Tracking Note field while progressing workflow<\/a>
\n3) Hash fields in Workflow Execute SQL Statements<\/a>
\n4) How do you find the Workflow Action Buttons from custom content?<\/a>
\n5) WORKFLOW IN SAGE CRM 2014 R2<\/a>
\n <\/p>\n","protected":false},"excerpt":{"rendered":"

In our earlier post, we had explained how to restrict any particular user from accessing workflow rule. Refer below link. Restricting Workflow rules to Assigned User New Stuff:\u00a0Secure Documents and Communications in Sage CRM In this blog, we will explain how to restrict access on Workflow Rules based on Teams. Consider an example, where you\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":[83,321,324,329,332,336,337,342,398,438],"tags":[487,833,1933,1953,2010,2030,2031,2033,2422,2604],"class_list":["post-9257","post","type-post","status-publish","format-standard","hentry","category-crm72","category-restriction","category-rule","category-sage-300-erp-2012","category-sage-crm","category-sage-crm-7-1-sp2","category-sage-crm-7-2","category-sage-crm7-3","category-teams","category-worklfow","tag-access","tag-crm7-0","tag-restrict","tag-rule","tag-sage-crm","tag-sage-crm-7-0","tag-sage-crm-7-1","tag-sage-crm-7-2","tag-team","tag-workflow"],"yoast_head":"\nRestrict Access to Workflow Rules based on Teams - 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\/12\/10\/restrict-access-to-workflow-rules-based-on-teams\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Restrict Access to Workflow Rules based on Teams - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"In our earlier post, we had explained how to restrict any particular user from accessing workflow rule. Refer below link. Restricting Workflow rules to Assigned User New Stuff:\u00a0Secure Documents and Communications in Sage CRM In this blog, we will explain how to restrict access on Workflow Rules based on Teams. Consider an example, where you\u2026 Read More »\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/12\/10\/restrict-access-to-workflow-rules-based-on-teams\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2014-12-10T11:50:16+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/12\/WF1.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\/12\/10\/restrict-access-to-workflow-rules-based-on-teams\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/12\/10\/restrict-access-to-workflow-rules-based-on-teams\/\",\"name\":\"Restrict Access to Workflow Rules based on Teams - 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\/12\/10\/restrict-access-to-workflow-rules-based-on-teams\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/12\/10\/restrict-access-to-workflow-rules-based-on-teams\/#primaryimage\"},\"thumbnailUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/12\/WF1.jpg\",\"datePublished\":\"2014-12-10T11:50:16+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/12\/10\/restrict-access-to-workflow-rules-based-on-teams\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/12\/10\/restrict-access-to-workflow-rules-based-on-teams\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/12\/10\/restrict-access-to-workflow-rules-based-on-teams\/#primaryimage\",\"url\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/12\/WF1.jpg\",\"contentUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/12\/WF1.jpg\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/12\/10\/restrict-access-to-workflow-rules-based-on-teams\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Restrict Access to Workflow Rules based on Teams\"}]},{\"@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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