Workflow list-field comparison criteria fix

Workflow action criteria when comparing a value with list field values with a single value can return inconsistent boolean values. For example, I created a custom field ‘Approvers’ to store employees that has approval permission to a record. I was trying to compare this with the logged-in user to restrict the edit permissions of the… Continue reading Workflow list-field comparison criteria fix

Restrict Custom Form using Workflow

Scenario: The custom form needs to be restricted based on the user subsidiary. When entering a Sales Order, based on the user subsidiary, need to set the default custom form even if the preferred form is something else. But even if the conditions are set for the user subsidiary, the custom form is not set.… Continue reading Restrict Custom Form using Workflow