Complete/Revert buttons - Dashboard extender workflow access

Question

Hi, I am facing an issue with a dashboard extender rule, in the bit of code that Completes or Revert the workflow and is called by the Complete and Revert buttons of the dashboard.

For example, this is the Revert function:

		Public Function WorkflowRevert(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal wfClusterPK As WorkflowUnitClusterPk) As XFSelectionChangedTaskResult
			Try				

				Dim selectionChangedTaskResult As New XFSelectionChangedTaskResult()
				'Check the Workflow status of the parent (We can't calculate plan if the parent is certified)
				Dim wfRegParent As WorkflowProfileInfo = BRApi.Workflow.Metadata.GetParent(si, wfClusterPK)
				Dim wfRegParentPk As New WorkflowUnitClusterPk(wfRegParent.ProfileKey, wfClusterPK.ScenarioKey, wfClusterPK.TimeKey)
				Dim wfRegParentStatus As WorkflowInfo = BRApi.Workflow.Status.GetWorkflowStatus(si, wfRegParentPk, False)

				If Not wfRegParentStatus.AllTasksCompleted Then
					'PROCESS INDIVIDUAL SOLUTION WORKFLOWS
					'-------------------------------------

					'Update the Workflow to COMPLETED
					Dim wfClusterDesc As String = BRApi.Workflow.General.GetWorkflowUnitClusterPkDescription(si, wfClusterPK)
					BRApi.Workflow.Status.SetWorkflowStatus(si, wfClusterPK, StepClassificationTypes.Workspace, WorkflowStatusTypes.InProcess, StringHelper.FormatMessage(Me.m_MsgWorkflowReverted, wfClusterDesc), "", Me.m_MsgWorkflowRevertedReasonButton, Guid.Empty)
					'BRApi.Workflow.Status.SetWorkflowStatus(si, wfPk, StepClassificationTypes.Workspace, WorkflowStatusTypes.Completed, StringHelper.FormatMessage(Me.m_MsgWorkflowCompleted, wfClusterDesc), "", Me.m_MsgWorkflowCompletedReasonButton, Guid.Empty)
					selectionChangedTaskResult.WorkflowWasChangedByBusinessRule = True
					selectionChangedTaskResult.IsOK = True

				Else	
					'If Not wfRegParentStatus.AllTasksCompleted Then
					'Parent Certified, cannot update Workflow
					selectionChangedTaskResult.WorkflowWasChangedByBusinessRule = False
					selectionChangedTaskResult.IsOK = True
					selectionChangedTaskResult.ShowMessageBox = True
					selectionChangedTaskResult.Message = Me.m_MsgCannotCompleteWorkflow
				End If

				Return selectionChangedTaskResult

			Catch ex As Exception
				Throw ErrorHandler.LogWrite(si, New XFException(si, ex))
			End Try
		End Function

The code is checking the parent workflow, so that if the parent workflow is completed the user is not allowed to revert the the workflow. The issue is that some users don’t have access to the parent workflow, and this is the error message they get when trying to revert the workflow:

Is there any workaround to this issue? It seems a bit silly that the code would not even check the status of the parent workflow if the user does not have access to it.

Is there a way to run some code lines as admins? For example by grabbing the SessionInfo (si) of an Admin (just thinking out loud, I am not sure how to do that)?

sameburn · Accepted Answer

Hi ​@AndreaFHave you tried using the standard out of the box optionfor this e.g. set Button Type to “Workflow” and Workflow Button Action Type to “Revert Workflow”?If your requirement is to prevent reverting a Child Profile workspace after its Parent is completed (e.g. AllTasksCompleted());you can use the nativeRevert Workflow button which already performs these checks and the functionality you are requesting e.g.If the parent is Completed, it will refuse to revert the child and throw anexception e.g. something like “Workflow NOT Reverted: Parent Workflow has been Completed.”.If the Parent is not completed, it reverts the child Workspace step to InProcess as expected.But, this might not overcome your Workflow Security issue,this is separate to core checks andbased on your environmental setup. The current exception is expected behaviourbased on the platform rules of Workflow Security e.g. this is a valid platform exception.So worth testing this out first to see if this resolves or you run into the same issue .I suspect you might hit same the same platform validation based on Workflow SecurityHope this helpsSam

AndreaF · Answer

Hi ​@sameburn,Thanks for this information! I wasn't aware that you can set a button type to Workflow. This is great, it removes the need to maintain custom code for Complete/Revert buttons, and I'll definitely use them going forward.However, as you anticipated, the out-of-the-box option is giving me the same issue as my previous custom buttons. Users receive an error when they don't have access to the parent workflow. Are you aware of a way to configure the workflow security to avoid this problem?The buttons sit on a dashboard that also contains a large Execute button running some code. I can't grant users access to the parent workflow, as that would allow them to access the parent workflow dashboard and run the Execute button there.

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