Restricting Workflow Rules to Specific Channels or Roles
You can restrict a workflow rule to specific channels or roles by adding a condition to the workflow rule.
To prevent a channel from invoking a workflow rule
- Use the ExcludeChannel() function in the condition expression.
For example, to prevent a large import operation from triggering a workflow rule, use the following condition in the workflow rule:
For more information about the ExcludeChannel() function, see ExcludeChannel.
To restrict a workflow rule to a specific role
- Use the UserValue() function with the <Role> attribute in the condition expression.
For example, to restrict a workflow rule so that it is invoked only when the role of the user whose action triggers the rule is Administrator and the Priority on the record is set to High, use the following condition in the workflow rule:
UserValue('<Role>')="Administrator" AND [<Priority>]="High"
For more information about the UserValue() function, see UserValue.