Discussions
Form Validation
Hello,
I'd like to create a workflow that will validate that the correct form has been used based on Sales Rep.
Our Set-up:
3x Sales Order forms (one for each department).
We have one Sales Rep per customer.
The Sales Rep is mapped to a Department.
Our Process:
Sales Order
[LIST=1]
[*]Default form load (Department A)
[*]Enter in the company name
[*]The Sales Rep is automatically populated based on the Customer record
[*]Department is hard coded on the form
[/LIST]
I would Like the workflow to check the "Sales Rep: Department" and compare it to the Form "Department". They should match, if no then it should place a popup to the person entering in the screen, saying: "Departnment does not match,these don't match, please fix"