CRM On Demand - Administration (MOSC)

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Workflow issue

edited Mar 31, 2012 10:29PM in CRM On Demand - Administration (MOSC) 2 commentsAnswered
Hi,

I am trying to create a workflow on the Lead record that when someone tries to mark as qualified will cancel save if there is no mobile or business number on the record and there is no email (among other things.)

To try it with only those fields i used the following function:

Record type: Lead

Trigger Event: Before modified record saved

Workflow Rule:

(([<PrimaryPhone>] IS NOT NULL OR [<CellularPhone>] IS NOT NULL) AND [<LeadEmail>] IS NOT NULL) AND PRE('<Status>') <> [<Status>] AND [<Status>]=LookupValue("OCCAM_LEAD_STATUS", "Qualified")

Actions if condition is false: Cancel savein

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