Restrict and allow usage of a record
If you want to restrict a record from being used in certain activities, for example, until the record has been approved, you can add two workflow responses in the workflow that controls the use of the record. One workflow response restricts usage of the record as defined by the workflow event and conditions. The other workflow response allows the use 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 is based on the Purchase Invoice Approval Workflow template.
Create a workflow step that restricts posting of unapproved purchase orders
Choose the
icon, enter Workflows, then choose the related link.On the Workflows page, choose the New Workflow from Template action. Learn more at Create Workflows from Workflow Templates.
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.
On the Workflow Steps FastTab, choose the On Condition field for the first step, then, for the Document Type filter, select Order.
Proceed to edit, delete, or add other workflow steps to reflect a business process that begins by restricting unapproved purchase orders from being posted.