how to create WF condition to onlly show approve b...
# ask-stanley-ai
s
how to create WF condition to onlly show approve button to CFO role of the controller created the entry
c
AI generated answer (using internal Slack threads):
To create a workflow condition that only shows the approve button to the CFO role if the controller created the entry, you would need to create a custom field called “created by role” and set that field using your workflow with a set field value action (but only on create event). You can set it to User role or current role. Then it will be stored on the record for use in other conditions/actions. If you need to track the role of the user who created it, so that if the accounting manager role created it, then the approve button will only show up to CFO or Admin, you could hard code the selection to Accounting Manager then use a condition of User Role = Accounting Manager. Alternatively, you could make a checkbox called "Created by Accounting Manager" and then check the box = TRUE if condition "User Role" is Accounting Manager. For the approval button, you can add the condition for that button "user role = CFO" or "user role = Admin". ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.836212635
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.81629622
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.810182869
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