Permission From Workflow
Updated
by
Steven Garand
Designate workflow permissions to 1.) restrict what a user can do, or 2.) what the system automatically does, based on the tasked completed in the workflow. For example, restrict sending an order to a third party billing system unless a designated task is completed. Another example is to have the system automatically set the order status to completed after a designated task is completed.
Users with permission to edit security ignore workflow permissions restrictions.
Use the same task as the last task in each workflow and set the workflow permission to close the order when this task is completed. This will prevent users from forgetting to close out orders manually.
Options
- Send To Billing - Allow: Prevents sending order to third party software, until specified task is completed.
- Modify Line Items - Deny: Prevents user from modifying line items after specified task is completed. *
- Modify Purchase Order - Deny: Prevents user from modifying purchase order items after specified task is completed. *
- Modify Stock Order - Deny: Prevents user from modifying stock items after specified task is completed. *
- Set Order Status Completed: Automatically sets the order status to completed after the specified task is completed.
- Modify Order - Deny: Prevents user from modifying the order after specified task is completed. *
- Order Is Approved: Currently not used.
*Users with permission to edit security ignore this restriction and are allowed to perform this action.
