Scenario
Prevent Creation of a Project record if the Customer is on Credit Hold
Solution
Create a Custom Entity Field
Navigate to Customization > Lists, Records, & Fields > Entity Fields > New
- Label: Enter Label
Example: Credit Hold Status
- Type: Select Free Form Text
- Store Value: Remove Checkmark
- Click Applies To
- Project: Enter Checkmark
- Click Display
- Subtab: Select Main
- Click Sourcing & Filtering
- Source List: Select Parent
- Source From: Select Credit Hold
- Click Save
Create Workflow
- Navigate to Customization> Workflow> Workflows> New
- Basic Information:
Name: Enter Name
Example: Prevent Project on Credit Hold
- Record Type: Select Project
- Released Status: Select Released
- Keep Instance and History: Select Always
- Event Definition:
On Create: Enter Checkmark
On View or Update: Enter Checkmark
- Trigger Type: Select – All –
- Click Save
- Click State 1
- Click New Action
- Click Return User Error
- Basic Information:
- Trigger On: Select Before Record Submit
- Condition:
Field: Select Credit Hold Status
Compare Type: Select equal
Value: Enter On
- Note: Make sure the word ‘On’ has no white spaces before and after it.
- Parameters:
Text: Enter Customer is on Credit Hold!
- Click save