Navigate to Customization > Workflow > Workflows > New
Basic Information:
Name: Enter Restrict Users (WF)
Record Type: Select Transaction
Sub Types: Select the Appropriate Sub Type
Example: Sales Order
Released Status: Select Released
Keep Instance and History: Select Always
Enable logging: Enter checkmark
Event Definition
- On Create: Enter Checkmark
- On View or Update: Enter Checkmark
- Trigger Type: Select Before Record Load
Click Save
Workspace: Click State 1
Bottom right corner: Click New Action
Click Return User Error
Basic Information:
Trigger On: Select Entry
Trigger On: Select Create
Condition:
Click on the cross-link
Note: Click Add as necessary.
Field: Select User Role
Value: Select XXXX
Note: Replace XXXX with the appropriate roles to restrict from the record.
Click Save
Text: Enter Error Message
Example: “You are not allowed to access the record. Please contact your system administrator.”
Click Save