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How to block Transactions when certain items are added?

edited Sep 27, 2023 8:34PM in Ask A Guru 4 comments


We are wanting to find a way to block users from adding certain items to transactions.

The items we would not want added to transactions are items that are still 'To Be Reviewed'. We have a 'Item Status' custom field on our items, when the item is created the 'Item Status' is set to 'To Be Reviewed'. Once it has been checked by Compliance it is manually changed to 'Reviewed'.

We do not want items that are 'To Be Reviewed' to be added to transactions.

I currently have a workflow that returns a user error, however if a user clicks ok to the pop-up they can then go ahead and save the order. Is there a way to stop the user from saving the order?

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