Saturday, November 24, 2018

Limit the execution of a Workflow to a specific subsidiary

 

Limiting the execution of a Workflow to a specific Subsidiary 

Set a condition that checks if the Subsidiary (Main) field is the specific Subsidiary.

1.  Create a workflow:

    Navigate to  Customization> Workflow> Workflows> New

2.  Add all the necessary field values.

3. On the Record type, select Transactions.

4. Then choose the Subtypes.

5. Click the Open button on the Condition and set the following

Field: Subsidiary (Main)

Compare Type: any of

Selection: "Choose from the list of subsidiaries."

i.e. Subsidiary (Main) = Germany Subsidiary

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