Restrict Non-Administrator Roles from Editing Sales Orders with Pending Fulfillment Status using Workflow

Administrators can restrict users from editing Sales Orders having Pending Fulfillment Status if the role given to them is non-administrator, this can be achieved by creating a Workflow that locks the record based on the status of the order and the role that access it. The setup of the workflow is as follows:

1. Create Workflow (Customization > Workflow > Workflows > New)
   Basic Information:
   -Name: SO Restriction Workflow
   -Record Type: Transaction
   -Sub Types: Sales Order
   -Release Status: Released
   -Enable Logging: Checked
   Initiation
   On Create: Checked
   On Update: Checked
   Trigger Type: Before Record Load
   Save
   
   
2. Create State
   -Name: Lock Record
   Save
   
   
3. Create Action
   -Select Lock Record State
   -Click New Action
   -Click Lock Record
   -Trigger On: Before Record Load
   -Condition:
   -User Role none of Administrator
   -Status any of Sales Order:Pending Fulfillment
   Save
   

 

NOTE: The condition for Status can be modified if you want to restrict users from editing orders based on different statuses (Pending Approval, Closed). These statuses can be multi-selected on the visual builder. The same method can be used when selecting user roles that you wish to exclude from the restriction.