Saturday, November 3, 2018

Limit Users to Set Credit Limit of the Customer not more than the Defined Amount Set to the User using Workflow

This article will show users how to limit users to set Credit Limit of the customer not more than the defined amount set to the user.

1. Create a custom entity field that will store the maximum amount the employee can set to the customer. Customization > Lists, Records, & Fields > Entity Fields > New
     Set the following:
     Label: Max Credit Limit
     Type: Currency
     Store Value: Checked
     Applies To: Employee
2. Create a new workflow by going to Customization > Workflow > Workflows > New.
3. Enter information needed on the Basic Information:
     Name: (name of your workflow)
     Record Type: Customer
     Sub Types: Customer
     Execute as Admin: Checked
     Release Status: Released
4. Set the initiation of the workflow.
     Event Based: Selected
     On Create: Checked
     On Update: Checked
     Trigger Type: All
5. Click State 1.
6. Click on New Action > Return User Error   
    Set the following:
    Trigger On: After Field Edit
    Condition: Credit Limit > User : Max Credit Limit
    Client Fields: Credit Limit
    Text:'The amount is more than the allowed amount assigned to you!'  
7. Click on New Action > Set Field Value 
    Set the following:
    Trigger On: After Field Edit 
    Condition: Credit Limit > User : Max Credit Limit
    Field: Credit Limit 
    Value > From Field > Record: User 
    Field: Max Credit Limit   

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