Getting error in “Approve Bills” Page for custom role
I created a custom role from standard A/P clerk role.
I created work flow for Bill Approvals for custom role.
Getting error “Your formula contains a reference to a field for which you do not have a permission” for Approve bills for custom role
The custom role has permissions:
Vendor Bills Approval- full
It has approval routing permission also.
Could you please help me.
Pretty sure you need Edit permission to bills themselves along with the Approval permission. For sure you do if you are setting any field values as part of this workflow. Either that, or set the the workflow to “Execute as Admin”. You have to be a little careful about how you use that (especially around period locking behavior), but I have that box checked for most of my approval workflows pretty much for exactly the reason you describe; that I have approvers who don’t have the permissions to make changes to the records that the workflow is updating.