The article below describes a Workflow that can show a custom pop-up alert message depending on fields from the selected customer
Use-Case for this sample: *users can change the record types and fields to fit their business needsWhen the selected Customer is a first time buyer (custom checkbox), remind users to add a special item in the Sales Order
1. To create the Workflow, navigate to Customization > Workflow > Workflows > New. Enter the following information in the Workflow Summary:
Record Type : Transaction
Sub Types : Sales Order
Release Status : Released
Initiation : Event Based
On Create : Checked
On Update : Checked
Trigger Type : Before Record Load
Event Type : Create, Edit
2. Click on the State 1, and create a new action with the following information:
Type : Show Message
Trigger On : After Field Sourcing
Client Fields : Entity *this is so the action will trigger after the Customer (entity) field was changed
Condition : Click the 'Open' button on the right side of the condition. Use the following values: Record = Entity, Field = First Time Customer, Compare Type = checked. You can change the conditions to fit your needs.
Parameters(Text) : Enter the text you want to pop-up
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