How to restrict the Convert Action in Purchase Orders for Apptivo’s iOS application?

Apptivo’s iOS applications allow users to perform certain security actions on the Purchase orders. You can make some actions to be configured to view/ disable under the iOS applications by making the changes on Security actions in the Web. You can control the actions like Convert, Search/Advanced Search, Duplicate, Print PDF, Cancel, Send and Resend actions of purchase orders.

For instance: Here, let’s go through the steps to disable the convert action in Purchase Orders for the iOS application.

Convert option is visible in iOS Purchase Orders

Steps to Follow

• Login and access the Purchase Orders app from the Web.
• Click on the More(...) icon and select Settings.

• On the Settings page, click on the Security and select Actions.
• The Convert action is listed in the Objects category. Scroll down to this.

• Here, you can completely make the convert action by disabling the toggle.

• Now, go to the Purchase Orders details page from the iOS device.
• Click on the Hamburger menu. Here, the Convert action will not be visible.
• Similarly, you can control the action for Search/Advanced Search, Duplicate, Print PDF, Cancel, Send and Resend buttons.