AnsweredAssumed Answered

Restrict certain Change Order Categories/ only close with Service Account

Question asked by Nicole_Miel on Jun 15, 2017
Latest reply on Jul 7, 2017 by Nicole_Miel

I'm looking for a way to only restrict Change Orders with specific Categories to only be closed by our Service Account through Process Automation.

 

I am able to use Change Order Transitions to detect the categories, but I'm not sure how to restrict which account can close the Change Orders.

 

We currently use Classic Workflow for Change Control Change Orders.  When the final workflow task is completed, a macro is used to fire Process Automation which then closes the change order with the closure code.  We do not want users doing this, we want automation to do it.

 

Any direction would be helpful.

 

Thanks

Outcomes