+2 votes
in Rock by TinaStephens (8.6k points)
edited

I have a workflow that is launched from a profile action to initiate a background check request. The form allows staff to approve the request. How do I remove the ability of staff to approve but still give permission to Background Check Administration to approve the request?

1 Answer

+2 votes
by TinaStephens (8.6k points)
edited
 
Best answer

*This solution was done by the great Kate Quinn.

In the workflow, the Activities "Get Details" Command Label (at the bottom of the form) for "Submit", is launching the Activate Activity "Approve Request".

To adjust this:

  1. Add a new Activity after the "Initial Request" activity, called "Redirect or Continue". The stack of activities will look like thisenter image description here

  2. Change the Command Label on the "Get Details" form to launch the "Redirect or Continue" activity.

  3. In the new Activity of "Redirect or Continue" add an attribute for "IsInRole"enter image description here

  4. Add these 4 Actions in the new Activity:

    a. Is Requester in Security Group? with the Action Type of "Lava Run"enter image description here

    {% assign flag = 'No' %}
    {% assign isInRole = CurrentPerson | IsInSecurityRole: 45 %}
    {% if isInRole == true %}
      {% assign flag = 'Yes' %}
    {% endif %}
    
    {{ flag }}
    

    b. Add Delay with the condition of "Run if 'IsInRole' is Equal To 'No'enter image description here

    c. Add "Redirect to Person Profile with a condition to Run if "IsInRole" is Equal to 'no'enter image description here

    d. Add "Activate Approve Request" enter image description here

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