CRM On Demand - Administration (MOSC)

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Contacts required on Service Requests

edited Feb 27, 2014 12:00PM in CRM On Demand - Administration (MOSC) 3 commentsAnswered

I am trying to figure out how to make contacts a required field on SR's for certain instances. For example we have multiple Types of clients and some of these Types do not have and do not need contacts associated with them. I have tried to setup a Validation WF "Before Modified

Record Save" to check to see if Type is 'INTERNAL' and if the Contact is empty  [<stClient_Type_ITAG>] = 'INTERNAL' AND[<ContactId>] IS NULL and it does fire correctly. Problem is when I select the magnifying glass to locate and then select the appropriate contact it's like the

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