How to setup multiple Account Restrictions within a Workflow

How to setup Microix Workflows to restrict Requesters to a limited number of accounts but allow Approvers to see a larger variety of accounts. This process will be enforced during document entry and display account balance.

NOTE: Setup will require approvers to be requesters in the workflow

  1. Add approvers to the requester tab of the workflow
  2. In the Restriction ID column, enter a new name which will be used later to associate a new set of account restrictions. (Example “Finance” was used in our example and its also the name of the workflow). This will allow you to build a different account restriction for selected requesters/users


  1. Define the account restrictions for requesters using the “Default” Restriction ID and define the account restrictions for the approvers using the given restriction ID (our example “Finance”)



Creation date: 6/15/2021 12:55 PM      Updated: 6/15/2021 1:07 PM
image001.png

image001.png
image002.png

image002.png
OriginalEmail.eml

OriginalEmail.eml
Files   
image001.png
56.9 KB
image002.png
32.6 KB
OriginalEmail.eml
10.8 KB
get help Get help for this page