How to limit "Forms" step in workflow to spesific periods
Is there a way to make a "Forms" (or any other) step in the workflow active only for specific periods, like quarter-ending months for example?
Forum Discussion
You cannot control the visibility of the Import, Forms, and Adj steps by time. But you can control whether or not Import is required to be completed by switching the "Is Optional Data Load" to True. This will allow the user to Complete Workflow without importing for any periods they are not required. The Adj step can be completed without posting Journals.
Forms can be controlled more granular through the following settings within a Form Template. It will control the visibility of the Forms, but not the Forms Step.
If it's in a separate scenario then you can use the workflow tracking frequency:
In addition to the above, what you can also do is lock or complete workflow steps by default with for example an administrator dashboard. If you then use an extensibility rule, you can lock certain workflow steps with the push of a button. They will still be visible, but the user will not be able to interact with them.
Hi TimVierHout
I have been battling with the extensibility rule that auto locks certain steps. Any chance you could please share the code you are using to do this
Thank you, EricOsmanski , TimVierhout and MarkMatson for your helpful replies. I am thinking of exploring the extensibility rule suggested by Tim.
