Configure Additional Workflow Launch Permissions

This topic will walk you through how to configure additional workflow permissions. This topic is intended for users with Version 2.30+ or above.

This section is not required for basic integration use cases. However, it is highly recommended for users with more advanced integration needs.

If you want to learn about the basics of managing permissions, refer to Salesforce Integration - Getting Started and Salesforce Permissions.

In addition to the basic tools for managing workflow launch form access such as: Ironclad user and group permissions, Salesforce permission sets, Salesforce Component Visibility filters, and more, version 2.30 and above include the following options:

Show a Subset of Workflows

In previous versions, the Ironclad Workflows Component would show all mapped workflows for each source object. Beginning with version 2.30+, you can now filter mapped workflows to only show a subset of workflows through the use of workflow launch groups.

Add Custom Help Text

You can add custom help text for the component based on number of available workflows.

Multiple Instances of an Ironclad Workflow Component

You can have multiple instances of the Ironclad Workflows component on the same Salesforce Source Object page. Each instance can be independently configured with separate workflow launch group configurations and help text. We recommend using Salesforce’s component visibility filters to dynamically show the more relevant workflows for your needs.

Configure Workflow Help Text

1. Navigate to the Salesforce object you want to update. Click Setup indicated by a gear icon in the top right, and then click Edit Page.
2. Select the Ironclad Workflows component to see the configuration options. You can configure a help message specific to when a certain number of workflows is available. This functionality is often used with workflow launch groups and component visibility filters.
3. If you are using multiple Ironclad Workflow components on the same source object page, you must configure each component’s help text separately.
4. Select Hide Card Body to hide the help text option altogether and only display the primary button.
5. Click Save.

Workflow Launch Group Configurations

The term ‘Group’ here is distinct from Ironclad User Groups, Salesforce Groups, etc., and has no relation to these terms (or others). In this context, the term ‘Group’ refers to a grouping of workflow launch configurations. It is helpful to think of a workflow launch group as a cluster or a batch of workflows.

In earlier package versions, the Ironclad Workflows Component showed all mapped workflows for each source object. Beginning with version 2.30 and beyond, you can now configure the component can to only show a subset of workflows at each time through the use of workflow launch groups.

A workflow launch group can contain as many, or as few, workflows as you want. This includes as few as zero or one workflow. This does NOT replace the Ironclad Workflow Configurations object. You must create an Ironclad Workflow Configuration (and corresponding Ironclad mapping) for every workflow before you can add it to the workflow launch group.

The default launch group for the Ironclad Workflows Component is ‘All Workflows’. No additional action is required if you do not need more granular filtering for your embedded workflow launch forms.

Create a Workflow Launch Group

1. For each workflow you want to view or edit, map the fields in Ironclad settings and then add to Ironclad Workflow Configurations.
2. In Salesforce, click on the App Launcher indicated by a grid of dots. Search for "Ironclad Workflow Launch Group Options", and then click on Ironclad Workflow Launch Group Options. Click on the Ironclad workflow configuration or custom button you want to edit.
3. Click New. Enter a name for the new launch group. This name is not displayed on the source object page. It is only used when configuring the Ironclad Workflows component on the page layout menu.
4. In the Source Object field, paste the API Name. To find this, go to Settings > Object Manager, and then select your source object and paste it in the Source Object field. Use the format of the name exactly as it appears. For example, if the Object Manager says Contact, make sure you don’t accidentally say Contacts instead.
5. Click Save. On the new launch group’s page, you can now add individual workflows to your configuration.
6. In the Ironclad Workflow Launch Group Options section, click New.
7. If you want to create an empty launch group, skip this step. Select the workflow that you want to add to the launch group from the dropdown. The workflow launch configuration must have the same source object as the launch group.
8. Click Save.
9. Repeat this step for each workflow that you want to add to the launch group.

View and Edit a Workflow Launch Group

1. For each workflow you want to view or edit, map the fields in Ironclad settings and then add them to Ironclad Workflow Configurations.
2. In Salesforce, click on the App Launcher indicated by a grid of dots. Search for "Ironclad Workflow Launch Group Options", and then click on Ironclad Workflow Launch Group Options. Click on the Ironclad workflow configuration or custom button you want to edit.
3. A list of all of your launch groups and their workflows is displayed. From here, you can edit or delete each assignment using the standard Salesforce options

Update a Source Object Page

After you create your Salesforce launch groups, you must configure the Ironclad Workflows Component to use them.

1. Navigate to the Salesforce object you want to update. Click Setup indicated by a gear icon in the top right, and then click Edit Page.
2. If you have not yet done so, add the Ironclad Workflows component to your page layout.
3. Select a launch group from the Ironclad Workflow Launch Group dropdown.
4. If you have multiple launch groups for the same source object, add multiple instances of the Ironclad Workflows component to your page layout. Set each instance to use a different launch group, and edit the help text options accordingly.
5. Use Salesforce’s component visibility filters, page layout options, and permissions to set the conditions that ensure that only the correct instances of the Ironclad Workflows component are displayed. Refer to Salesforce support for additional guidance on how to use component visibility filters.