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NSC | Display a Pop-up Message Depending on the Customer Using Workflows

Users need to create a Workflow that can show a custom pop-up alert message with a condition that depends on the Fields in a Record. In this scenario, a Pop-up message will be displayed depending on the Customer selected in the Sales Order record. Kindly follow the steps below for the setup of the Workflow.

  1. Navigate to Customization > Workflow > Workflows > New
  2. Enter Name of the Workflow
  3. Record Type : Select Transaction
  4. Sub Types : Select Sales Order
  5. Release Status : Select Released
  6. Initiation :Select Event Based
  7. On Create: Enter Checkmark
  8. On Update : Enter Checkmark
  9. Trigger Type : Select Before Record Load
  10. Click on the State 1,

@Kristoffer Viray-Oracle | Ask A Guru | Let us know what contents you like to see in the Community. You can vote here.

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