Saturday, May 25, 2019

Remove the Save As Button when an Employee Record is Set to Inactive

1. Navigate to Customization > Workflow > Workflows > New.
2. Set the following:
   • Name: (Enter a Name for your Workflow)
   • Record Type: Employee
   • Execute as Admin is checked
   • Release Status: Released
   • Event Definition: On Update
   • Trigger Type: Before Record Load
   • Condition: 
         Inactive = T
3. Click Save.
4. Click New State.
5. Enter a Name then click Save.
6. Click the New State.
7. Click on New Action.
8. Choose Remove Button for the Type.
9. Set Trigger On = Before Record Load
10. In the Parameters section, Button Id = Save As
11. Click Save.

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