To create the Workflow:
1. Go to Customization > Workflow > Workflows > New
2. Set the following:
• Name: For example, "Do not create case for customers with Credit Hold"
• Record Type: Case
• Execute as Admin is checked
• Release Status: Released
• Event Based: On Create
• Trigger Type: All
3. In the Condition section, select Custom Formula
4. In the Formula field, enter the following:
{company.creditholdoverride}='F' and {company.manualcredithold}='T'
5. Click Save
6. Click New State
7. Enter a Name then click Save
8. Click State 1 > New Action
9. Click Return User Error
10. Set Trigger On = Before Record Load
11. In the Parameters section, enter a message in the Text field, for example:
"This record is On Hold."
12. Click Save
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