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OSAdmin's avatar
OSAdmin
Icon for OneStream Employee rankOneStream Employee
6 years ago

How can I prevent workflows from being closed?

Originally posted by Chul Smith 4/27/2020 How can I prevent workflows from being closed?
jwhanson15's avatar
jwhanson15
New Contributor
2 years ago

Hello, expanding on this.  Is there a way to prevent the workflow from being closed through security or other means?  Is there a way to hide the "Close Workflow" button or gray it out for the users who have access to the cube root workflow profile?

  • T_Kress's avatar
    T_Kress
    Icon for OneStream Employee rankOneStream Employee
    2 years ago

    Yes.  On the default WF that is set up for a a WF suffix (e.g. _ACT below), the WF name is "Manage Workflow".  This is the one that displays the dashboard allowing users to Open or Close entire WFs.

    If you set the "Execution Group" to "Administrators" or "Nobody" this will prevent users from getting to the "Close Workflow" button and dashboard.  You can leave the "Access Group" as "Everyone" (and want to for ease of use) but generally, on this default unused WF you will want to have the "Maintenance, Execution and Certification" groups set to "Administrators" to prevent common users from accidently closing the WF.