Restricting a role from selecting value from a list

Requirement

Client needs to restrict Sales role from choosing certain values from an item line field in Sales order.

Solution

We can resolve this issue by implementing a workflow solution. Here are the steps to create the workflow:

1. Set the record type of the workflow as “Transaction” and select “Sales order.”
2. Configure the trigger of the workflow to be “All.”
3. Choose the desired state and click on “New action” to select “Return user error.”
4. Set the trigger of the workflow action as “After field edit.”
5. Select the sublist (this allows you to choose fields from the line level).
6. Choose the “Items” sublist since the field that needs to be restricted is at the item line level.
7. Select the specific field that needs to be restricted.
8. Write the condition for the workflow. For example: Line: Field name = Field values to be restricted AND User Role = Roles to be restricted.
9. Specify the text that should appear in the text box when the restricted role selects a value from the field in the Sales order.
10. Click submit.