Workflow to restrict Sales order form with a standard location.

Workflow to restrict Sales order form with a standard location.

To create the workflow, Go to Customization> Workflow> Workflows> New.

Record Type: Transaction
Sub Type: Sales Order
Event Definition: Event Based
Trigger Type: All

State 1
New Action → Set Field Value

Trigger On: Before User Edit
Condition: Custom Form!= JJ AHA – Sales Order Outlet Center And JJ User Location = 34
Field: Custom form → value (JJ AHA – Sales Order Outlet Center)

New Action → Set Field Value

Trigger On: Before User Edit

Condition: Custom Form = JJ AHA – Sales Order Outlet Center and JJ User Location!= 34

Field: Custom form → value (Preferred Form)

New Action → Return User Error

Trigger On: After Field Edit

Triggering Client Field: Custom Form

Condition: JJ User Location! = 34 And Custom Form = JJ AHA – Sales Order Outlet Center

Text: “You Have No Permission “

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