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.