Search code examples
dynamics-crmdynamics-crm-4

CRM Dynamics 4.0 user is missing "Run Workflow..." button


I have ONE user in my entire company that does not have the "Run Workflow..." button where everyone else does. I've checked the roles she is in, and she has no less than four different roles that have the run workflow privelege.

Has anyone run into this before? I'm desperate to get this working for her, and Google searches have failed me.

I realize it's not really a development question, but it doesn't really fit on ServerFault either.

Update:

Well, in my defense, I didn't set up these roles, so I claim ignorance. Also, the color-coded pie circles could be better done.

We added her to one more role, that was more priveleges, and that worked.

So I compared the roles that worked and didn't work, and it turns out she only had User level access to read workflows. She needed Business Unit level. The difference between yellow 1/4 pie and yellow 1/2 pie.

I don't like those symbols much.

I'm going to give the answer to PolshGiant, because he was the closest to the answer, given that I ran everyone off in the wrong direction..


Solution

  • What is the scope of the workflow? If it's set to something lower than Organization, she may not be be able to see it due to her business unit.

    Some other quick things to try that might help move your troubleshooting along:

    • If she creates an On Demand workflow for herself, does the button appear?
    • Can you temporarily raise her privileges just to see if the button appears?
    • You could try enabling tracing on the server. Turn tracing on, have her load the page, and then turn tracing off. It's possible you could find something helpful in the trace output. If you're using the Trace Log Viewer and don't see any errors or warnings, there might still be some helpful information at the Info or Verbose levels.
    • Since elevating her privileges isn't really an option, do you have a test user available to you or can you create one? You could set it up to have exactly the same roles she has. If the test user also doesn't see the button, that would point towards a privilege issue. And then you could then also raise the privs of the test account to see if that solves the problem.
      • Another way of accomplishing the above would be to temporarily reduce the roles of a user that can see the button to match the roles that she has to see if the button then disappears.