Unable to view Workflows using Custom Role

Unable to view Workflows using custom Role

Solution

To access a workflows on the Workflows page (Customization > Workflow > Workflows) a user must have Full permission for the base record on which the Workflow was built. If you are able to see just some of the Workflows using custom role follow those steps:

1) Login as Administrator and go to Customization > Workflow > Workflows

2) On the list of the Workflows find a workflow that is not visible with the custom role

3) Make a note of the Workflow’s Record type (for example: Partner)

4) Go to Setup > Users/Roles > Manage Roles

5) Edit the custom role

6) Add Permission for the Record type (in this example Partner) and set the level to FULL

7) Save

Now if you go to the Customization Workflow Workflows using the Custom Role, you will be able to see also the workflows that has the Record type Partner

Proceed this for all other record with different types of Workflows.

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