Prevent User From Editing or Creating of Sales Order Using Workflow

Scenario

User needs to prevent certain role to create and edit Sales Order eventhough they have edit access for it. The edit access is needed so that files can be attached to the record. 

Solution

1. Navigate to Customization > Workflow > Workflows > New 
2. Basic Information:
   • Name: Enter Name
   • Example: Prevent user from creating and editing of SO.
   • Record Type: Select Transaction
   • Sub types: Select Sales Order
   • Execute as Admin: Enter Checkmark 
   • Released Status: Select Released
   • Keep Instance and History: Select Always
   • Enable Logging: Enter Checkmark
3.  Event Definition:
   1. On Create: Enter Checkmark 
   2. On View or Update: Enter Checkmark 
   3. Trigger On: Select Before Record Load 
   4. Context Types: Select Copy, Create and Edit 
4. Condition: 
   1. Field: Select User Role
   2. Selection:  Select Role
   3. Click Add
   4. Click Save
   5. Click Save
   6. Click State 1
5. Bottom right corner: Click New Action
   • Click Return User Action
6. Basic Information:
   • Trigger On: Select Before Record Load
7. Parameters: 
8. Text: Enter Text
   Example: You cannot edit or create Sales order
9. Click Save