Block/Prevent a Holiday Ship Date on Sales Orders

 

The following article outlines how to create a workflow to prevent a user from setting a Holiday date as the Ship Date on a Sales order.

If the user does try to save a sales order with a specified holiday date in the Ship Date field, the message 'You have entered a holiday as a ship date, please select another date.' will display and prevent the user from saving the record.

1. Create the workflow
            a. Customization > Workflow > Workflows > New
            b. Name  = 'Block Holiday Ship Dates'
            c. Record Type = 'Transaction'
            d. Sub Type = 'Sales Order'
            e. Event Based > On Create and On Update = Checked
            f. Execute as Admin = Checked
            g. Release Status = 'Released'
            h. Save
2. Create the State
            a. Click 'New State'
            b. Name = 'State 1'
            c. Save
3. Create the Action to block holiday ship dates
            a. State > New Action > Return User Error
            b. Trigger On = 'Before User Submit'
            c. parameters > Text = 'You have entered a holiday as a ship date, please select another date.'
            d. Condition > Use Visual Builder
            e. Use Expressions = Checked
            f. Enter your holiday dates.  For example:
                        Ship Date = 01/01/2012 Or
                        Ship Date = 02/06/2012 Or
                        Ship Date = 03/20/2012 Or
                        Ship Date = 05/01/2012 Or
                        Ship Date = 09/16/2012 Or
                        Ship Date = 11/19/2012 Or
                        Ship Date = 12/25/2012
            g. Save > Save

Note: The date values in your condition would be dependent on matching the Date Format the individual user has selected in their Set Preferences screen. If this is not standardized, you may need to add additional date condition values to account for various date formats.