Question: User needs to restrict Sales Representatives from creating Invoices from Estimates.
1. Create a simple Workflow. Navigate to Customization > Workflow > Workflows > New.
Workflow Setup as follows:
Workflow Basic Information:
Record Type: Transactions
Sub Types: Estimate
Event Based - On Update
Trigger Type: Before Record Load
User Role = Sales Manager,Sales Person
Workflow Action: Remove Button
Trigger On: Before Record Load
1. For the condition initially set on the sample workflow, the user must specify all the roles that should not be allowed to create invoices from estimates. This would be the case if sales rep can be identified per user role.
2. If the sales rep is not identifiable per user role, this condition can be set: User : Is Sales Rep = T. This condition would check the current user accessing the estimate record if the sales rep flag is checked. If it is checked, then the Workflow would remove the Invoice button.