Lily O Red Ribbon

Michelle, It worked like a dream! I'm still new as the NetSuite admin and workflows are definitely not my forte! But I got it to work perfectly! Thank you so much. GOLD STAR.

Michelle, we might be close - So let me say it differently and see where we go: Right now the 'assign to' box pre-populates with the current user: Lillian O'Connell. Our teams are not being careful and instead of changing Lillian O'Connell to Sarah Asp - they "forget". So, the task really just is assigned to Lillian…

Hi, Sorry, not the best at these community conversations...but you did answer my ultimate question. To block the user just simply hitting OK and moving on without resolving the conflict using a work flow - i'll try and work on one to do just that. Thank you very much. Lily O

Again, thank you - I will ask her to try to repeat the quote promotion and see what generates. So, last question (i hope) on this topic - as with other duplicity setting, you can "notify" or "Notify and Block" - is this setting available for this error message? If so, where can i make this choice? It's sort of like the…

Thank you Michelle, Although I am encouraged by your answer - the sales person said no such message displayed. Do these messages need to be "setup"? If so, where is that done? I have scoured the setup fields and find nothing, no check box, no options. What am I missing? Is it a workflow? Thanks, Lily O

Thanks - I will cast my vote.