Restrict Users to create change tasks when change is one of Scheduled, Implemented, Review

[Chaitanya naram]

Hi All,

I have a requirement to restrict the users from creating a change task for a change request when change request state is one of scheduled, implemented, review.

What I have Done:

1) I restrict the NEW Button on change task related list using List Control with a condition and it works fine.

2) Created a business rule (Before Insert) on the Change task with state condition and Workflow Activity is empty (to allow creation of tasks through workflow) to abort the action in case the end users manually creating the tasks from change_task table.

Issue Facing:

Business rule is not allowing the workflow to create the change tasks.

Can anyone help me on this issue or how to achieve this functionality?

[Chaitanya naram]

@shyamkumar VK 

If I created a ACL, this will restrict the workflow also to create the change tasks in scheduled, implemented, Review. Right?

[Chaitanya naram]

If the tasks has been created from the Workflow with the Run script, system will consider mostly as a non-system activity. In this case, if you enable the workflow activity field, you can see that was empty for that specific change task created through the Run script.

[Chaitanya naram · Accepted solution]

ACL did not work in this case.

I have achieved this through a Business Rule, Client Script and a flag variable.

A flag variable with values "Old", "NEW" and empty values. I am setting this flag as "old" for all the existing tasks and "new" for new tasks created after this functionality implemented.

Now i am writing a client script (onsubmit) with variety of conditions and restricting the users to create records.