Scenario:
Using a custom role, a user should be able to view and create Purchase Orders only for a specific location. The role should also be able to view and create Transfer Orders where either From location or To location is that specific location.
Using workflow and role restriction using the saved search, the PO list view and creation have been restricted to the said location. However, the recent records display PO from other locations and this can be viewed.
Solution:
The view Purchase Order can be restricted by using different workflow actions for each event trigger type.
The workflow trigger type can be set as ‘All’.
Then The trigger type of workflow action can be set as ‘Entry’ for all event types other than Create.
Another workflow action is created to set the trigger type as ‘Before Record Submit’ for event type ‘Create’.
Thereby, the current conditions will be satisfied. A PO, with a location other than the specified one, cannot be viewed and will display an error on clicking from the recent records.