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?

[The Machine]

Have you tried using a create ACL instead? That’s probably the more secure approach instead of a business rule. 

[Chaitanya naram]

If I created a ACL, this will restrict the workflow also to create the change tasks right?

[shyamkumar VK]

@Chaitanya naram  ,  ACL doesn't conflict Workflow unless you Impersonate the Users which you doesn't want to create change tasks 

Regards,

Shyamkumar

[Chaitanya naram]

@shyamkumar VK Let me try that and get back to you with update.