Restrict Terms Field in Invoice for Specific Role

The Terms field in the Invoice form can be disabled to a specific User Role using a workflow.

1. Navigate to Customization > Workflow > Workflows > New
2. Basic Information:
   – Name: Enter Name
   Example: Restrict Terms
   – Record Type: Select Transaction
   – Sub Types: Select Invoice
   – Execute as Admin: Enter Checkmark
   – Released Status: Select Released
   – Keep Instance and Logging: Select Always
   – Enable Logging: Enter Checkmark
3. Event Definition:
   – On View or Update: Enter Checkmark
   – Condition:
   Note: For every required field use the drop-down menu to select it and once adjusted click Add if needed.
   – Field: Select User Role
   – Compare Type: Select Any of
   – Selection: Select Roles to Be Restricted
   Example: Sales Manager
4. Click Add
5. Click Save
6. Click Save
7. Double-click State 1
8. Click New Action
9. Click Set Field Display Type
10. Parameters:
    – Field: Select Terms
    – Display Type: Select Inline
11. Click Save