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We’re excited to announce that the 2025 Community Recap is now available! This special recap highlights the amazing contributions and achievements of our members over the year and celebrates the collective success of our community.
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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"
0