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Question

How to prevent end users deleting Approval Routing Steps?

  • 19 July 2024
  • 1 reply
  • 44 views

Hi all,

We use Approval Routing for approving a NCR and have events attaching a Approval Template based when a specific NCR Type is attached.

We want to make sure that noone is deleting or change the predefined Approval Template attached to the NCR.

How can this be done? I have not found any solution using Permission Sets and no parameter to set either.

As far as I understand it is not possible to fire an event from a RMB menu in the Attachement Panel either.

Any idea anyone?

Many thanks in advance!

Best regards

Anna-Lena@Odfjell

1 reply

Userlevel 7
Badge +31

@Lindåker 

Hi Anna-Lena, long time no see :)

The simplest solution is to create a custom event with a custom event action that stops certain users from deleting certain approval lines, given whatever condition you decide to check on the lines.

Good luck!
 

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