Create a Workflow to throw an error when a sales order copy is been made.

Scenario: User doesn’t want to make a copy of a sales order.
Solution.

  1. Create a Workflow
    1. Navigate to Customization > Workflow > Workflows > New
    1. Basic Information:
      • Name: Enter Sales Order (Disable Make a copy)
      • Record Type: Select Transaction
      • Sub Types: Select Sales Order
      • Execute As Admin: Enter Checkmark
      • Release Status: Select Released
      • Initiation: Select Event Based
    2. Event Definition:
      • On Create: Enter Checkmark
      • On View or Update: Enter Checkmark
      • Trigger Type: Select All
      • Contexts: Select all context at which it needs to be executed.
      • Saved Search Condition: Select Sales Order Items
        Note: Select Saved Search created above.
    3. Click Save
    4. Click State 1
    5. Bottom right corner: Click New Action
    6. Click Return User Error
    7. Basic Information:
    8. Trigger On: Select Entry
    9. Event Types: Copy
    10. Parameters:
    11. Text: ” Not allowed to make a copy of Sales order”
    12. Click Save

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