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Workflow enables you to allow or restrict which end users are able to see cases, in all areas of the application, based on the workflow selected. We enable you to create rules that determine which cases in a workflow will be visible to which users and permission groups, and the execution priority of the rule among other rules. Rules with the lowest priority value are applied first.
We also enable you to edit or delete multiple rules simultaneously.
To access the Case Visibility Permissions workspace, go to Setup > Processes > Case Visibility Permissions.
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When you open the Case Visibility Permissions workspace, Workflow displays a list of existing workflows in the tenant.
You can perform a simple search for a workflow by entering a keyword in the Search field, or filter for a workflow using the advanced search options. You can also sort the list by clicking the table heading, or the sort icon next to the heading. You can change the number of results that display on the page by changing the value in the Results list that displays under the list of existing case visibility permissions.
Important: If you don't configure case visibility permission rules on a workflow, all cases will be visible to all users by default. Also, if you configure a case visibility permission rule for a permission group, that rule will apply to all users that belong to that permission group. Users who don't belong to a permission rule will see all workflows.
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To create a new case visibility permission rule:
Workflow adds an individual line to the list of existing rules for each Workflow and Permission Group combination you created above. So if you select two workflows and two permission groups, Workflow will add four new rules to the list of existing rules.
To update a visibility permission rule: