Scenario
User wants to Hide/Remove Close Button on the Purchase Order for Some Roles using a Workflow
Solution
1. Navigate to Customization > Workflow > Workflows > New
2. Basic Information:
- Name: Provide a name for the workflow
- Record Type: Select Transaction
- Sub Types: Select Purchase Order
- Release Status: Select Released
- Execute as Admin: Enter Checkmark
- Enable Logging: Enter Checkmark
3. Event Definition:
- On View or Update: Enter Checkmark
4. Click Save
5. Click State 1
6. Bottom right corner: Click New Action
7. Click Remove Button
8. Button ID: Select Close
9. Open the Condition Builder by hovering to the Condition field and clicking the Open button
10. Parameters:
- Field: Select User Role
- Compare Type: Select any of
- Selection: Select the roles where you want the Close button to be hidden/removed
11. Click Save on all windows