Many of our users keep on creating their own project templates rather than using the approved ones.
Is there a way to prevent them from saving/creating project templates and only allow specific users or group to be able to create them?
Thx
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HI Sbehta,
You may create a validation rule on project, along the following lines
Not CurrentUser().Admin && IsTriggeredBy('NewTemplate')
This way, anyone who is not an admin user, and tries to create a new template will get a validation (with the message of your choice)
This can easily be tweaked to your specific requirements..
Creating a workflow make sense. However, I do not want to make every user that I want to allow to save template an administrator or a Super user.
What other options available for grouping users and applying a workflow rule to them?
Thx
Group users in User Groups.
Use IsMemberOf in your evaluation criteria for the rule.
http://usermanual.clarizen.com/#clarizen-functions$IsMemberOf_Function_Samples