Restrict Sales people from Editing Sales Orders with Pending Fulfillment Status using Workflow

Nutrex client want to prevent sales people to access or edit Sales Orders with status Pending Fulfillment via workflow.

Solution

The workflow below uses the Lock Record action to lock the record from salespeople users.

• Create the  workflow

1. Navigate to  Customization   >   Workflow   >   Workflows   >   New
2. Set the following field values:
   • Name:  <Any> 
   • Record Type:  Select Transaction
   • Sub-Types:  Select Sales Order
   • Execute As Admin:  Enter Checkmark
   • Release Status:  Select Testing / Released
   • Enable Logging:  Enter Checkmark
   • Event-Based:  Enter Checkmark
   • On View/Update:  Enter Checkmark
   • Trigger Type: Select   Before Record Load

• Create the workflow action

1. On the Workflow’s Workspace, Click  State 1
2. Under State subtab (on the right side of the page), click  New Action
3. Select  Lock Record
4. Set the following field values:
   • Trigger On:  Before Record Load
   • Condition (Click the icon beside the condition field to open the Condition Builder)
     • Field:  Select User Role
     • Compare Type:  Select Any of
     • Selection:  Sales rep
     • Field:  Select Status
     • Compare Type:  Select Any of
     • Selection:  Select Sales Order:Pending Fulfillment
5. Click  Save
6. Click  View  to exit Edit mode