Learn about Redwood and be one of the first to join the conversation

Visit Redwood Community
Restrict certain combinations of Expense Templates — Cloud Customer Connect
You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

Restrict certain combinations of Expense Templates

Received Response
14
Views
4
Comments
edited Oct 22, 2019 10:00AM in Expenses 4 comments

Content

What we want to do is restrict/ban combinations of certain expense template that users can choose.

For example we have an Expense Template for Overnights, Days, Over 8 hours and Under 4 hours away.

What I wanting to do is not allow someone to claim more than one of these within a 24 hour period eg not to be able to claim Day expense and an Over 8 Hours.

Think it could be done under ExpenseRuleSet workflow with a IF/THEN Statement.

Anyone done this?

Tagged:

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!