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New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.

Can I restrict a button from being added by a Workflow on certain roles?

edited Jun 2, 2025 2:34PM in Ask A Guru 5 comments

I have an approval workflow that generates approval and reject buttons for management to approve an Estimate.

Can I restrict those buttons to certain roles so the Sales people don't approve their own estimates?

Thanks (in advance)

Sue Campau

VP of Business Process Optimization

KCI, LLC

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