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From: Rickie George <rgeorge@microix.net>
To: Microix Support <support@microix.net>
Subject: How to setup multiple Account Restrictions within a Workflow
Thread-Topic: How to setup multiple Account Restrictions within a Workflow
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Date: Tue, 15 Jun 2021 12:55:10 -0400
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<p class="MsoNormal">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
<b>document entry</b> and <b>display account balance</b>.<o:p></o:p></p>
<p class="MsoNormal"><o:p>&nbsp;</o:p></p>
<p class="MsoNormal">NOTE: Setup will require approvers to be requesters in the workflow<o:p></o:p></p>
<p class="MsoNormal"><o:p>&nbsp;</o:p></p>
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<li class="MsoListParagraph" style="margin-left:0in;mso-list:l1 level1 lfo3">Add approvers to the requester tab of the workflow<o:p></o:p></li><li class="MsoListParagraph" style="margin-left:0in;mso-list:l1 level1 lfo3">Assign the approver to a different restriction ID other than Default (Example &#8220;Finance&#8221; which is the name of the workflow). This will allow you to build a different account restriction
 for selected requesters <o:p></o:p></li></ol>
<p class="MsoNormal"><o:p>&nbsp;</o:p></p>
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<li class="MsoListParagraph" style="margin-left:0in;mso-list:l1 level1 lfo3">Define the account restrictions for requesters using the &#8220;Default&#8221; Restriction ID and define the account restrictions for the approvers using the given restriction ID (our example
 &#8220;Finance&#8221;)<o:p></o:p></li></ol>
<p class="MsoNormal"><o:p>&nbsp;</o:p></p>
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