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: 
3. Name: Enter Remove Fulfill button
4. Record Type: Select Transaction
5. Sub Types: Select Sales Order
6. Execute As Admin: Enter Checkmark
7. Release Status: Select Released
8. Keep Instance and History: Select Always
9. Enable Logging: Enter Checkmark
10. Event Definition:
11. On View or Update: Enter Checkmark
12. Click Save
13. Click State 1
14. Bottom right corner: Click New Action
15. Click Remove Button
16. Basic Information:
17. Trigger On: Select Before Record Load
18. Condition: 
19. Record: Select Customer
20. Field: Select Credit Hold
21. Compare Type: Select anyof
22. Selection: Select On
23. Parameters:
24. Button Id: Select Fulfill
25. Click Save