Hi everyone, I'm looking for a Functional Consulta...
# suiteflow
a
Hi everyone, I'm looking for a Functional Consultant's perspective on the best way to handle this requirement using either SuiteFlow or SuiteScript. Requirement: Strict Journal Entry Approval Routing • Step 1: Employee A creates and submits a Journal Entry. • Step 2: The Journal Entry is routed to Employee B for approval. • Step 3: While pending approval, Employee B must be restricted from editing any fields on the record. Their only permitted actions should be via "Approve" or "Reject" buttons. Which approach is best for this, and how would you configure the record locking?
r
Does employee B ever need to create/edit any JEs? If not, I'd set their access at View only and then Run the Workflow as Admin for the edits they're making. If they do need it, you should just be able to lock the record based viewer=appover.
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m
Use a workflow
State 1 Add button action (submit for approval) Transition to state 2 (execute on button) Add button action (Approve) set condition that user = employee b Add button action (Reject) set condition that user = employee b Lock record action (this will lock the record against editing for all users
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Then add transitions to approve state and reject state based on execution of approve and reject buttons
s
I think using Suite Script is better.
Because suite script has better performance and flexibility than suite flow