Workflow Delegation Issue

  • Workflow Delegation Issue

    Posted by Brenda Button on April 6, 2017 at 11:26 am
    • Brenda Button

      Member

      April 6, 2017 at 11:26 AM

      Help!  I have a manager who needs the ability to delegate workflow for individuals who are out of the office unplanned.
      He’s able to access the Workflow User Delegation window under User Preferences, however the name and search icon are disabled.  He is only able to delegate his own workflow.  I am able to select different users and add delegates, but my security is Power User.  Is this function only available to Power Users or is there some Security Task I can give him? 

      GP2016 R2

      ——————————
      Brenda Button
      IT Specialist
      Norwich Public Utilities
      Norwich CT
      ——————————

    • Jonathan Winiarski

      Member

      April 7, 2017 at 12:38 PM

      Hi Brenda,

      You will need to add security to do this, you can add it to a task such as the TRX_PURREQ_026
      see the screen shot I attached.  let me know if this helps. 

      ——————————
      Jonathan Winiarski
      GP Systems Admin
      Southwest Diagnostic Imaging, Ltd.
      Scottsdale AZ
      ——————————
      ——————————————-

    • Brenda Button

      Member

      April 10, 2017 at 11:21 AM

      Hi Jonathan – 

      Thank you for your reply!  
      The odd thing is this person’s security has all the workflow tasks selected.  Still no access.  
      I’m completely baffled on this.

      ——————————
      Brenda Button
      IT Specialist
      Norwich Public Utilities
      Norwich CT
      ——————————
      ——————————————-

    • Shawn Dorward

      Member

      April 10, 2017 at 12:13 PM

      Not sure if this will help or not but there is a task called “Directory Account Lookup” – make sure the user has access to that task as well.

      ——————————
      Shawn Dorward
      Twitter: @ShawnMDorward
      Implementation Consultant
      InterDyn Artis
      ——————————
      ——————————————-

    • Brenda Button

      Member

      April 12, 2017 at 8:38 AM

      Thanks Shawn for responding!  The user initially did not have this task selected for his role.  I did add it but still no luck.

      ——————————
      Brenda Button
      IT Specialist
      Norwich Public Utilities
      Norwich CT
      ——————————
      ——————————————-

    • Beau Mundt

      Member

      April 11, 2017 at 10:15 AM

      Hi Brenda,

      This was a great question!  I did some digging into it and found that this window specifically seeks the POWERUSER role, in its current form there is no way around it but adding them to the POWERUSER role. 

      You could most likely do a modified form that bypasses the security check and opens the window for all users regardless of role, then control access to that window via standard GP security.

      Hope that clears things up!

      Thanks,

      ——————————
      Beau Mundt
      Sr. Consultant
      Implementation Specialists (IS)
      Hawley MN
      ——————————
      ——————————————-

    • Brenda Button

      Member

      April 12, 2017 at 8:52 AM

      Hi Beau – 

      You have confirmed what we thought was happening.  We too found specific references to the Poweruser role using SQL Server Profiler and GP Power Tools logging.  With GP security being so versatile, I’m surprised this is secured this way.  Oh well!  

      Thank you for your suggestion on modifying the form.  That’s a possibility we will explore.  🙂

      ——————————
      Brenda Button
      IT Specialist
      Norwich Public Utilities
      Norwich CT
      ——————————
      ——————————————-

    • Beat Bucher

      Member

      April 13, 2017 at 9:26 AM

      Hi Brenda,
      I confirm what Beau reported.. I too discovered that Microsoft possibly forgot to add the workflow delegation windows to a regular PTE security role in GP.. thus leaving that accessible only to POWERUSER..
      This is definitely not correct and you should add the task to one of the existing PTE roles (which are the new ones added when WF 2.0 was implemented), or even better, the DEFAULTUSER security task, since it applies to all users in GP.

      PS: sorry for the screenshot on top of the reply, this is currently a bug with IE.

      ——————————
      Beat Bucher
      Business Analyst, Dynamics GP MVP
      Ultra-Electronics Forensic Technology Inc.
      Montreal QC/Canada
      +1-514-489-4267
      @GP_Beat http://dyngpbeat.wordpress.com/
      Montreal QC GPUG Chapter Leader
      GP2013R2 / MR2012 CU14
      ——————————
      ——————————————-

    • Brenda Button

      Member

      April 17, 2017 at 3:40 PM

      Hi Beat –

      Thanks for responding.  I did add the Workflow User Delegation operation to the DEFAULTUSER task however still unable to search or enter user names.

      Like Beau said, the window is scripted as such to only allow POWERUSER the ability to update another user’s delegates.  If you’re not POWERUSER you are only allowed to assign delegates to your own tasks.  I simply wanted to give the purchasing manager the ability to assign delegation to users who who are out of the office unplanned and not have to make him POWERUSER to do this function. 

      ——————————
      Brenda Button
      IT Specialist
      Norwich Public Utilities
      Norwich CT
      ——————————
      ——————————————-

    • Beau Mundt

      Member

      April 18, 2017 at 9:33 AM

      Hi all,

      Just to follow up on this again.  I confirmed there is dexterity code on this window in the source code that specifically looks for the POWERUSER role.  The only way around it currently is to remove the security check with a modified form or to add the user to the POWERUSER role. 

      Hopefully in a future patch, Microsoft will fix the security on this window. 

      Thanks,

      ——————————
      Beau Mundt
      Sr. Consultant
      Implementation Specialists (IS)
      Hawley MN
      ——————————
      ——————————————-

    • Beat Bucher

      Member

      April 19, 2017 at 11:04 AM

      Thanks Beau,
      I didn’t realized that part.. I’ve opened a Connect suggestion to vote for the change :  https://connect.microsoft.com/dynamicssuggestions/feedback/details/3132693/allow-workflow-2-0-delegation-for-every-users

      ——————————
      Beat Bucher
      Business Analyst, Dynamics GP MVP
      Ultra-Electronics Forensic Technology Inc.
      Montreal QC/Canada
      +1-514-489-4267
      @GP_Beat http://dyngpbeat.wordpress.com/
      Montreal QC GPUG Chapter Leader
      GP2013R2 / MR2012 CU14
      ——————————
      ——————————————-

    • Brenda Button

      Member

      April 20, 2017 at 9:02 AM

      Awesome!  Thanks guys! I voted!

      ——————————
      Brenda Button
      IT Specialist
      Norwich Public Utilities
      Norwich CT
      ——————————
      ——————————————-

    Brenda Button replied 7 years, 3 months ago 1 Member · 0 Replies
  • 0 Replies

Sorry, there were no replies found.

The discussion ‘Workflow Delegation Issue’ is closed to new replies.

Start of Discussion
0 of 0 replies June 2018
Now

Welcome to our new site!

Here you will find a wealth of information created for people  that are on a mission to redefine business models with cloud techinologies, AI, automation, low code / no code applications, data, security & more to compete in the Acceleration Economy!