How to: Restrict and Allow Usage of a Record

  • Article

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 a workflow that controls the usage of the record. One workflow response will restrict usage of the record as defined by the workflow event and conditions. Another workflow response will allow usage of the record as defined by the workflow event and conditions. Two responses exist in the generic version of Microsoft Dynamics NAV for this purpose: Restrict usage of a record. and Allow usage of a record.. For more information, see Workflow Templates.

Note

The generic version of Microsoft Dynamics NAV 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. For more information, see Blocked.

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

To create a workflow step that restricts posting of unapproved purchase orders

  1. In the Search box, enter Workflows, and then choose the related link.

  2. In the Workflows window, create a new workflow named Purchase Order Approval Workflow. For more information, see How to: Create Workflows.

  3. On the Home tab, in the Process group, choose Copy From Workflow Template.

  4. Choose the Source Workflow Code field, and then, in the Workflow Templates window, choose the Purchase Invoice Approval Workflow workflow template.

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

  5. On the Workflow Steps FastTab, choose the Event Conditions field, and then, for the Document Type filter, select Order.

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

See Also

Tasks

How to: Create Workflows

Concepts

Workflow

Other Resources

Workflow Templates
How to: Block Inventory Items for Sales or Purchases