eg, when it reach a status with a follow up action "Approve", which should only be enable for user group "manager". For other users, we'd like to grey this option out or not display it at all. Can it be achieved? Thanks.
You can set the permission on the workflow action for the specific action. Then the button is only visible for the user with the specific role.
Thanks Aede. but what if it is not based on user.
eg, a service desk ticket object, when it is at "Open" status, when the field "priority" is "Critical", we will enable the action "escalate to manager directly"; but when the "priority" is "Low", we disable the action.
Hi Caylali,
You can also add a condition formula on the workflow action. For example:
if ( "{!priority}" == "Critical")
return true;