Tuesday, January 15, 2019

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

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