Form Personalization

Hi,

Trying to personalise a Invoice Workbench Invoice Line whereby if the invoice type is Retainage Release,

they are only allowed to enter Invoice Line Type "Item".  By default, the invoice line type "Retainage Release"

will be shown.  This is because our we have 2 group of user entering  Invoice information, the project people

and Finance.  Only project user is allow to release the retention and Finance user to make amendment to the

invoice using Invoice Line Type "Item".

Thus setup the personalization as below

Trigger Event : WHEN-NEW-ITEM-INSTANCE

Trigger Object : LINE_SUM_FOLDER.LINE_NUMBER

Condition : :INV_SUM_FOLDER.INVOICE_TYPE IN ('RETAINAGE RELEASE','Retainage Release')