Prevent Users from Creating New Cases for Customers with Credit Hold via Workflow

To create the Workflow:

 

1. Go to Customization > Workflow > Workflows > New

2. Set the following:

 

  • Name: For example, "Do not create case for customers with Credit Hold"

  • Record Type: Case

  • Execute as Admin is checked

  • Release Status: Released

  • Event Based: On Create

  • Trigger Type: All

3. In the Condition section, select Custom Formula
4. In the Formula field, enter the following:

{company.creditholdoverride}='F' and {company.manualcredithold}='T'

5. Click Save
6. Click New State
7. Enter a Name then click Save
8. Click State 1 >  New Action
9. Click Return User Error
10. Set Trigger On = Before Record Load
11. In the Parameters section, enter a message in the Text field, for example:

"This record is On Hold."

12. Click Save