LinkedIn
Copied!

Table of Contents

Requiring a privilege for a rule

Version:

Only available versions of this content are shown in the dropdown

You can update a rule to specify that a privilege is required to access or use that rule. Only certain rule forms include the Privilege field, and for the rules that do, entering privileges is optional.

The following table lists the rules that require privileges and the function of the privilege for each of the rules:

Rule Privilege function
Activities Only users with the privilege can execute the activity.
Attachment category rules Only users with the privilege can perform certain operations on an attachment.
Correspondence Only users with the privilege can use the rule.
Flows Only users with the privilege can start the flow.
Flow actions Only users with the privilege can select certain actions.
Parse structured rules Only users with the privilege can execute rules.
Report definition rules Only users with the privilege can produce the report or chart.

There are two ways to require a privilege on a rule:
  • Certain rules always require a privilege.
  • For a specific use case, you can require a privilege.
  1. Open the rule form for the rule that requires the privilege.

  2. On the Security tab, in the Privilege name field, enter the privilege name.

  3. Click Save As.

  4. Click Create and open.

For example, to add the AllFlowActions privilege to the ShowDescription flow action, complete the following steps:
  1. In the navigation pane of Dev Studio, click Records Process Flow Action .
  2. In the Flow Action tab, in the Action Name column, click Show Description.
  3. Click the Security tab.
  4. In the Privilege name field, choose AllFlowActions.
  5. Click Save As.
  6. Click Create and open.
Did you find this content helpful?

100% found this useful

Have a question? Get answers now.

Visit the Collaboration Center to ask questions, engage in discussions, share ideas, and help others.