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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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Season’s greetings to you and yours! As we head into the holidays (December 24 – January 4), we want to take a moment to celebrate the incredible strength and collaboration within our community. Even during the break, you can continue to benefit from connecting with peers, searching related threads, posting your questions, and marking helpful replies as “Accepted” in the Support Community.
Please note our dedicated team will be on reduced coverage during this time, and regular responsiveness will resume on January 5. Wishing you a joyful and restful holiday season!
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Workflow / Show Message in View Mode based on fields
Trying to write a simple workflow: When I View a Customer record I want to Show Message "This Customer has Finance Problems" if the customer has Days Overdue > 0 or Credit Hold = ON.
Seemed easy enough until I wrote it and nothing happened (other than the Workflow / State show up in Workflow history).
Played around (trying virtually every criteria, no criteria, every trigger) and can get the message to print in EDIT mode but not VIEW.
Is this one of those crazy "can't get there from here" workflow trigger deals?
I found a posting with a similar issue with suggestions but no resolution.
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