Maanav Goyal
02/10/2025, 6:27 PMCeligo AI
02/10/2025, 6:27 PMAI generated answer (using internal Slack threads):Yes, you can create a condition on a workflow Add Button action that prevents the button from showing up if the period of the transaction is closed. Here's how you can do it: 1. Create a custom checkbox field (let's call it 'Period Closed') on the transaction record. This field will be used to indicate whether the posting period of the transaction is closed or not. 2. Create a scheduled workflow that runs every 30 minutes. The criteria for this workflow should be based on the Accounting Period status being closed. If the status is closed, the workflow should mark the 'Period Closed' checkbox as true. 3. In your existing workflow where you have the Add Button action, add a condition to this action. The condition should be that the 'Period Closed' checkbox is false. This means that the button will only show up if the posting period is not closed. Please note that this solution is not real-time and depends on the frequency of the scheduled workflow. The button visibility will be updated every 30 minutes. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Celigo AI
02/10/2025, 6:28 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.857730925
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.850361347
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.82440418
Celigo AI
02/10/2025, 6:28 PM