Sorry for bumping this 3 year old thread, but I had a similiar use case issue here.
Basically the end user wants the Customers Details to go through a series of approval process before it can be accepted in the system as “Valid Customers” .
I’ve already went ahead to create the relevant workflow approval process and also switched on “Submittable” on the forms.
Now the problem I face is, irregardless if the Customer details have been approved or not, the salesperson can still select the customer in other forms (Such as Quotations, Sales Order , Sales Invoice) even if the Customer Details’ docstate is “Rejected. Draft or Pending Approval” .
Although the same can be achieved by setting workflow state + workflow level permission, but i prefer not to do this as each user will need up to 3-4 user permissions to be able to access one single document. This coupled with a large amount of users that needs to be created will cause a large amount of work when creating accounts. Therefore, we still prefer to know if it’s possible to go the Doctype = 1 route instead.
My question is this: How do I force the system to only allow the Customer Details to be come active and “Selectable” when the docstate is 1 (not just 0, 1 and 2). ??
Any help is greatly appreciated.