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Re: Allow a role to edit a single field on the Item record only
Hi @"PaulFleetwood", I'm glad it worked on your end The short delay comes from the system loading the record first before the Set Field Value workflow action is executed. I suggest you…2 -
Re: Allow a role to edit a single field on the Item record only
Hi @"PaulFleetwood", We can actually set a different custom form to be used on Create/Edit mode using the workflow. We have to set the form we would like to use on viewing the record as the…5 -
Re: Prevent changes in custom fields from logging in to the System Notes
Hi @"c321dc41-15d1-4dac-97f3-c219c0bf8db0", We actually cannot restrict the changes on custom field value from being logged on the System Notes. We can only run the Personal Information Rem…5 -
Re: How do you create a journal approval flow so that editing an approved journal changes the status to
Hi @"New_44789", If you wish to reroute the Journal Entry record back to Initiation state when a user edited the record again after being approved, we need to have a transition from Approve…5 -
Re: How do you create a journal approval flow so that editing an approved journal changes the status to
Hi New_44789, In addition to nag_m's suggestion, you may also use the basic approval workflow template for Journal Entry. Some of the business use cases you've mentioned are actually covere…2
