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Restrict and Allow Usage of a Record

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If you want to restrict a record from being used in certain activities, for example, until the record has been approved, you can incorporate two workflow responses in the workflow that controls usage of the record. One workflow response restricts usage of the record as defined by the workflow event and conditions. The other workflow response allows usage of the record as defined by the workflow event and conditions. Two responses exist in the default version of Business Central for this purpose: Add record restriction and Remove record restriction.

Note

The default version of Business Central offers support for restricting a record from being posted, from being exported as a payment, and from being printed as a check. To support other restrictions, a Microsoft partner must customize the application code.

Note

The workflow functionality to restrict and allow records from being used is not related to the functionality to block item, customer, and vendor records from being posted.

The following procedure describes how to restrict purchase orders from being posted until they've been approved. The new workflow will be based on the existing Purchase Invoice Approval Workflow template.

Create a workflow step that restricts posting of unapproved purchase orders

  1. Choose the Lightbulb that opens the Tell Me feature. icon, enter Workflows, then choose the related link.

  2. On the Workflows page, choose the New Workflow from Template action. Learn more at Create Workflows from Workflow Templates.

  3. On the Workflow Templates page, choose the Purchase Invoice Approval Workflow template.

    Note that the first two workflow steps are about restricting and then allowing usage of purchase invoices. Change the event condition on the first step of the new workflow to specify that it applies to purchase orders.

  4. On the Workflow Steps FastTab, choose the On Condition field for the first step, then, for the Document Type filter, select Order.

  5. Proceed to edit, delete, or add other workflow steps to reflect a business process that begins by restricting unapproved purchase orders from being posted.

See also

Use Approval Workflows
Create Approval Workflows
Workflow

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