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If the project is in finished stage then only the user with Administrator role can change the staging.

Microsoft Dynamics AX Forum

Nandhini asked a question on 17 May 2018 4:54 AM
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 Hi All,

I have a requirement like the When the project stage is changed to Finished only a person with system administrator role can change the status again.

For this is it possible to create a workflow so that it will restrict the user to change the Stage of a project if the stage is finished.

or the best way is to create a security role which will restrict all other to use this button.

Please suggest me a solution for this requirement.

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Suggested Answer

Hello Nandhini,

Unfortunately, there is no standard workflow available for this.

You need to make a development to get this requirement build into Dynamics AX.

Best regards,

Ludwig

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Nandhini responded on 17 May 2018 5:13 AM
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Hi Ludwig,

Thanks for the reply, So you mean to tell that we can create a new workflow and it will restrict the other user from changing the stage or I need to create the security role. which way I need to start working.

Will that be possible to build this workflow without the technical guy?

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Verified Answer

Hello Nandhini,

For the construction of the workflow you will need a developer.

For the access restriction you might be able to do this yourself if you are familiar with XDS. If you are not, you will also need some development help from a developer here.

Best regards,

Ludwig

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Nandhini responded on 28 May 2018 8:05 AM
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Hi Ludwig,

Thank you so much for the clarifications.

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Verified Answer

Hello Nandhini,

For the construction of the workflow you will need a developer.

For the access restriction you might be able to do this yourself if you are familiar with XDS. If you are not, you will also need some development help from a developer here.

Best regards,

Ludwig

Reply
Suggested Answer

Hello Nandhini,

Unfortunately, there is no standard workflow available for this.

You need to make a development to get this requirement build into Dynamics AX.

Best regards,

Ludwig

Reply

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