Re: Only allow certain users the ability to add work orders
Forgot to say: This way NO user (except the selected ones) will be able to create a new work order.
If you want to limit the option to add work orders ONLY from within service call it can also be done but it's more tricky.
You will need a custom boolean on persons, a custom person field on service calls a work order ui rule and a service call ui rule. Let's name the boolean "user is allowed to create wo" and let's call the custom person field "current user".
The work order rule will be like this:
After new item has been opened where NOT (Service call is empty) AND NOT (Service call;current user;user is allowed to create wo equals Yes) Error Message (User Notification Message)
The Severity of Notification Message must be "Error" or else user will be able to ignore it.
The service call ui rule should be like this:
After existing item has been opened OR After new item has been opened Set current user (Update Data) Cur. Person set to (Current person)