Restrict Editing of Already Approved Bills for Some Users or Roles

A manager could have a request to restrict editing of already approved bills for some users or roles. This functionality can be achieved by creating a workflow.

1. As the Administrator go to the Customization > Scripting > Workflows > New.
2. In the Workflow manager set following:
   • Basic Information:
     • Provide the Name
     • Record Type = Transaction
     • Sub Types = Vendor Bill
     • Execute as Admin = F
     • Enable Logging = F
     • Release Status = Testing (after you finish the testing, you can change the status to Released)
   • Initiation:
     • Event Based = T
   • Event Definition:
     • On Update = T
     • Trigger Type = -All-
     • Condition - here you can set which user or role won't be able to edit already approved bill. Click on the rounded icon and set following criteria:
       • Field = User or User Role; Selection = specific user or user role
       • Field = Status; Selection = Bill: Open
       • Save.
3. Click on the Save button.
4. Click on the New State button. Click on the Save button.
5. Go to the State 1 and click on the New Action button in the Actions sublist.
6. Select Type = Return User Error.
7. In the Workflow Action set following:
   • Trigger On = Entry
   • Event type = Edit
   • Provide text of the message which will note user that he has no permission to edit already approved bills.
8. Click on the Save button.