Hide Fulfill Button on Sales Order via Workflow

Scenario

User wants to hide the Fulfill button on the Sales Order when Credit Hold on the Customer is set to On. 

 

Solution

 

1. Navigate to Customization > Workflow > Workflows > New
2. Basic Information: 

• Name: Enter Remove Fulfill button
• Record Type: Select Transaction
• Sub Types: Select Sales Order
• Execute As Admin: Enter Checkmark
• Release Status: Select Released
• Keep Instance and History: Select Always
• Enable Logging: Enter Checkmark

1. Event Definition:

• On View or Update: Enter Checkmark

1. Click Save
2. Click State 1
3. Bottom right corner: Click New Action
4. Click Remove Button
5. Basic Information:

• Trigger On: Select Before Record Load
• Condition: 
• Record: Select Customer
• Field: Select Credit Hold
• Compare Type: Select anyof
• Selection: Select On

1. Parameters:

• Button Id: Select Fulfill

1. Click Save