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June 10, 2026 | Question of the Week
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How to set up a Workflow that prevents saving the record and shows a popup based on a Condition?

edited Jan 27, 2023 11:24PM in Ask A Guru 4 comments

I'm trying to create a workflow that will trigger either an error or a popup message, based on a field on the top-level assembly item. Workflow history shows the workflow is running (in testing only) on work orders, but there is no result (i.e. the popup doesn't appear). I suspect it's because I can't get the correct conditions so it will look at the top-level assembly item for the value in that field.

I currently have it set to a context of User Interface, and have tried multiple trigger settings with no result.

Any ideas? Thanks!

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