Fry Chef
Fry Chef

RE: Inactive accounts

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How Can I prevent a work order from being created on an inactive account?

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Fry Chef
Fry Chef

Re: RE: Inactive accounts

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Hi Sherry,

How are you creating the Work Orders? Is it via a Standard grey button process? Or are you using SFMs to populate key information on the Work Order? Also is the creation coming directly from the account or another object? if it is from another object you may want to consider a formula pointing to account active flag in the object in question.

If the WO is being created by a SFM process from a Wizard, you could try changing the activation criteria to say SFM is only active if "account active" = True.

Hans van Mil was also correct in that a Validation Rule on create would provide an error to the user when trying to save the record.

It would just depend if you wanted to prevent the process from being able to start or stop your users being able to save once the information had been entered.

Thanks

Greg

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Sushi Chef
Sushi Chef

Re: RE: Inactive accounts

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I think a solution for this is to create a Validation Rule on Work Order Record creation. Before saving the rule will check if the Account is set as Active. If active the Workorder will be saved.
When Account is inactive a message should be showed with the example text "This work order cannot be saved because the Account is Inactive".
Validation Rules 


Kind Regards,  


Hans van Mil
Senior CRM Solution Consultant ServiceMax | Group IT

Email: hans.vanmil@dormakaba.com

Fry Chef
Fry Chef

Re: RE: Inactive accounts

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Hi Sherry,

How are you creating the Work Orders? Is it via a Standard grey button process? Or are you using SFMs to populate key information on the Work Order? Also is the creation coming directly from the account or another object? if it is from another object you may want to consider a formula pointing to account active flag in the object in question.

If the WO is being created by a SFM process from a Wizard, you could try changing the activation criteria to say SFM is only active if "account active" = True.

Hans van Mil was also correct in that a Validation Rule on create would provide an error to the user when trying to save the record.

It would just depend if you wanted to prevent the process from being able to start or stop your users being able to save once the information had been entered.

Thanks

Greg

View solution in original post