This is an alternate solution using Workflow Manager:
Step 1: Create a custom field for Inactive Reason
- This is where users will be able to enter the justification why the record will be inactivated.
- Deploy the field on Customer records
Step 2: Create a New workflow ( Customization > Workflow > Workflows > New)
--Set Workflow Name
--Record Type: Customer
--Sub Type:
- Customer
- Lead
- Prospect
--Release Status: Released
--Execute as Admin
--On Update: T
--Trigger Type: Before Record Submit
--Save
--Create a new State
--Create a new Action = Return User Error
--Conditions:
- <Custom Field> = empty (created field on Step 1)
- Inactive = Checked
--Parameters
- Text = "Please specify a reason why this record must be inactivated."
--Save the State
Result:
The User will be prompted to enter an Inactive Reason once the Inactive button is checked.
No comments:
Post a Comment