Create a Workflow to Hide the Invoice Button on Estimate for a Specific Role

Scenario

The Invoice button must be hidden in Estimate transactions to restrict a specific role such as Sales Reps from creating Invoices

Solution

1. Navigate to Customization > Workflow > Workflows > New
2. Basic Information:
   • Name: Enter Hide Invoice Button for Estimate
   • Record Type: Select Transaction
   • Subtype: Select Estimate
   • Released Status: Select Released
   • Keep Instance and History: Select Always
   • Enable Logging: Enter Checkmark
3. Event Definition:
   • On Create: Enter Checkmark
   • On View or Update: Enter Checkmark
4. Click Save
5. Click State 1
6. Bottom right corner: Click New Action
7. Click Remove Button
8. Basic Information:
   • Trigger On: Select Before Record Load
9. Condition:
   • Field: Select User Role
   • Compare Type: Select any of
   • Selection: Select Sales Manager, Sales Person
10. Parameters:
    • Button ID: Select Invoice
11. Click Save

Note:  For the condition initially set on the sample workflow, the user must specify all the roles that should not be allowed to create invoices from estimates. This would be the case if sales rep can be identified per user role. If the sales rep is not identifiable per user role, this condition can be set: User : Is Sales Rep = T. This condition would check the current user accessing the estimate record if the sales rep flag is checked. If it is checked, then the Workflow would remove the invoice button.