Scenario: User doesn’t want to make a copy of a sales order.
Solution.
- Create a Workflow
- Navigate to Customization > Workflow > Workflows > New
- Basic Information:
- Name: Enter Sales Order (Disable Make a copy)
- Record Type: Select Transaction
- Sub Types: Select Sales Order
- Execute As Admin: Enter Checkmark
- Release Status: Select Released
- Initiation: Select Event Based
- Event Definition:
- On Create: Enter Checkmark
- On View or Update: Enter Checkmark
- Trigger Type: Select All
- Contexts: Select all context at which it needs to be executed.
- Saved Search Condition: Select Sales Order Items
Note: Select Saved Search created above.
- Click Save
- Click State 1
- Bottom right corner: Click New Action
- Click Return User Error
- Basic Information:
- Trigger On: Select Entry
- Event Types: Copy
- Parameters:
- Text: ” Not allowed to make a copy of Sales order”
- Click Save