RE: Vendor Creation Workflow
I want to create a vendor approval workflow (vendor creation – not an invoice approval process). In Suiteflows, do I choose a “Record Type” of “Vendor” or “Transaction”.
I want the workflow to initiate upon Vendor creation. Go for approval. Then, lock the bank details. If anyone has done this already and would like to share, that would be great too.
You would use a Vendor workflow.
I think you might need a new field on the Vendor record to log approval status. I recommend a List/Record field rather than a checkbox for this as you can add more than 2 values and make the field mandatory.
Then in your workflow you could set approval status to pending on create and lock the record from editing for any user besides the approver. Once approved you could probably lock the bank details.
