My current project leverages the locking the workflow. However, we also
have a separate dashboard that they leverage for an RPA to prepare some
of their recons. In order to facilitate that we needed a button that the
RPA could press and go directly t...
If you want to go the button route, you would need to set the POV action
with the WFProfile, WFScenario, WFTime and the Server Task of the button
to execute a helper query to complete the workflow. This would
essentially circumvent the button visibil...
Support is correct. Users who have the administer role in the global
settings of account reconciliation can complete the workflow (dashboard
button visibility). Depending on how the security is setup, this does
not necessarily mean it would be an adm...