- Navigate to Customization > Workflow > Workflows > New
- Basic Information:
- Name: Enter Hide Invoice Button for Estimate
- Record Type: Select Transaction
- Subtype: Select Estimate
- Released Status: Select Released
- Keep Instance and History: Select Always
- Enable Logging: Enter Checkmark
- Event Definition:
- On Create: Enter Checkmark
- On View or Update: Enter Checkmark
- Click Save
- Click State 1
- Bottom right corner: Click New Action
- Click Remove Button
- Basic Information:
- Trigger On: Select Before Record Load
- Condition:
- Field: Select User Role
- Compare Type: Select any of
- Selection: Select Sales Manager, Sales Person
- Parameters:
- Button ID: Select Invoice
- Click Save