I need a custom role to be the only role able to edit invoices that use a certain custom form - how can I do this with a workflow?

AI generated answer (using internal Slack threads):

****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ****** To create a custom role that is the only role able to edit invoices that use a certain custom form, you can use a combination of custom forms and workflows in NetSuite. Here's a step-by-step guide: 1. Create a Custom Form: First, create a custom form for the invoices that you want the custom role to be able to edit. You can do this by navigating to

Customization > Forms > Transaction Forms

. Make sure to disable all the fields except the ones you want the custom role to be able to edit. 2. Assign the Custom Form to the Role: Next, assign the custom form as the preferred form for the custom role. You can do this by going to

Setup > Users/Roles > Manage Roles > [Select Role] > Preferences > Preferred Forms

. 3. Create a Workflow: Now, create a workflow that sets the form upon entry for the restricted role to the restricted form. This is to ensure that even if a previous user used a form the restricted user does not have access to, the restricted user will see the restricted form when they edit the transaction. You can do this by going to

Customization > Workflow > Workflows

. 4. Set Field Display Type in Workflow Action: In the workflow, use the

Set Field Display Type

action to restrict the editing of certain fields to the custom role. This will ensure that only the custom role can edit these fields. 5. Apply the Workflow to the Custom Form and Role: Finally, apply the workflow to the custom form and role. This will ensure that the workflow is triggered whenever a user with the custom role edits an invoice using the custom form. Remember, this setup will only restrict the editing of invoices that use the custom form. If a user with the custom role tries to edit an invoice that uses a different form, they will not be restricted by the workflow.