+ Start a Discussion
Adam ThurmanAdam Thurman 

Restricting Process Builder workflows to execute for certain profiles

I have created a workflow in process builder that creates a task based off certain fields being updated from the account page layout. Is there a way I can restrict this being triggered to certain Profiles? 
Best Answer chosen by Adam Thurman
AmulAmul
Hi Adam,

You can add filter in your process builder criteria.

chooose system variable to by pass the Criteria
User-added image

choose system variable $user.Usename!='give name'

User-added image

see the screen. this will help you.


 

All Answers

AmulAmul
Hi Adam,

You can add filter in your process builder criteria.

chooose system variable to by pass the Criteria
User-added image

choose system variable $user.Usename!='give name'

User-added image

see the screen. this will help you.


 
This was selected as the best answer
Adam ThurmanAdam Thurman
Thank you for the quick response. I didn't even consider this. Thank you, Amul!
AmulAmul
welcome Adam Thurman,

you can approach me 

amulhai@gmail.com

here is my LinkedIn profile:

https://in.linkedin.com/in/amulbaranwal
Tammer SalemTammer Salem
Theoretically in the "+ Add Criteria" section you could add a condition to check the profile of the user and either allow the task creation or not. You have to use the "Formula evaluates to true" option. It also depends on whether you are checking for the Account record owner
[Account].Owner.Profile.Name = [some profile]
or for the running user
$User.ProfileId = [some profile ID]
You would also have to use or operator ( || ) if you have multiple profiles you want to check for.
The only problem with this approach is you have to hard code the profile names or IDs which is not great to manage.

Hope that helps