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

Kristoffer Viray-Oracle

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,
11. Click New Action
12. Click Show Message
13. Trigger On : Select After Field Sourcing
14. Triggering Client Fields : Select Entity
15. Condition:
    1. Field: Select Entity
    2. Compare Type: Any of
    3. Selection: Select the Customers that needs the popup message.
16.  Parameters(Text) : Enter the pop-up message
17. Click Save

By doing the steps above, the popup message will now be displayed based on the condition set in the Show Message Workflow Action.

Let us know in the replies below should you have any questions.