Show Warning Message Before Saving a Record Using Confirm Action via Workflow

Scenario

This is a sample article on how user can return a Warning/Pop-up message before saving a Item record.

Sample Scenario: Return a warning message before saving Item record if Display in Webstore checkbox is checked.

Solution

  • Navigate to Customization > Workflow > Workflows > New

Basic Information:

  • Name: Enter Show Warning Message
  • Record Type: Select Item
  • Sub Types: Select Inventory Part

[Note: Select any category under Item]

  • Execute as Admin: Enter Checkmark
  • Released Status: Select Released
  • Keep Instance and History: Select Always
  • Enable Logging: Enter Checkmark
  • Event Definition:
  • On Create: Enter Checkmark
  • Trigger Type: Select Before Record Submit
  • Click Save
  • Click State 1
  • Bottom right corner: Click New Action
  • Click Confirm

Basic Information:

  • Trigger On: Select Before User Submit
  • Click Condition
  • Field: Select Available Online
  • Compare Type: Select Checked
  • Click Add
  • Click Save
  • Parameters:

Text: Enter “Warning: You are about to create an item with the field “Display in Webstore” checked. Are you sure?”

[Note: This field can be tailored depending on user’s needs]

  • Click Save

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