Posting my question for help again. I would apprec...
# generalr
Renee Milianzo
01/03/2020, 2:25 AMPosting my question for help again. I would appreciate if someone can help me with screenshots. Whatever rule I am creating it is not working. I have a field called Billing Schedule needed at the sales order. It is a checkbox. Is it possible to add a workflow whenever the billing schedule needed field is checked the Junior Accountant role cannot approve the sales order? I would appreciate your help. Thank you
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battk
01/03/2020, 2:54 AMProbably best asked in #C2C2JM29M , but your general task is to setup a state with 2 actions
battk
01/03/2020, 3:54 AMthe first is to remove the Approve button
battk
01/03/2020, 3:54 AMthe second is to set the display type of the Order Status field to disabled
battk
01/03/2020, 3:59 AMthe general technique would then be to have a blank starting state that you transition back and forth from depending on the value of your Billing Schedule Needed field
battk
01/03/2020, 4:00 AMsince your requirements look simple, you can just have your 1 state with 2 actions and just have a condition to enter the workflow
battk
01/03/2020, 4:01 AMthat condition should include the Billing Schedule Needed field being checked and the Users role being Junior Accountant
battk
01/03/2020, 4:05 AMYou will have to add an action (or 2) to return a user error before record submit if you also need this workflow to stop non user interface updates
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