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
- Add approvers to the requester tab of the workflow
- 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
- 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”)
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