Scenario
There is a requirement to add a pop up message on a record on edit mode. A Workflow can captures multiple events such as create, edit, and etc.
Note: The Show Message action runs on create and edit by default. It does not have a field to specify if it should run on only create or edit.
A solution would be to create a new Workflow that only contains the Show Message action.
Solution
Create the Show Message Workflow
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Navigate to Customization > Workflow > Workflows > New
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Basic Information
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Name: Enter Show Message
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Record Type: Select the appropriate Record Type
- Release Status: Select Testing
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Click Save
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Double-click State 1
- Do Not Exit Workflow: is checked
- Click Save
- Double-click State 1
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Click New Action
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Click Show Message
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Basic Information:
- Trigger On: Select Entry
- Event Types: Select After Field Edit
- Context: Select User Interface
- Triggering Client Fields: Select Customer
Note: Hold down the shift key to add the appropriate Fields as need to initiate when to trigger the message. -
Parameters:
- Text: Enter Message
Example: Warning, Please fill-up mandatory fields.
- Text: Enter Message
- Click Save
Add Show Message to an Existing Workflow
- Navigate to Customization > Workflow > Workflows
- Preferred Workflow: Click Edit
Note: The Workflow settings must have the Event Definition for View or Edit enabled. - Double-click State 1
- Click New Action
- Click Initiate Workflow
- Basic Information:
- Trigger On: Select Entry
- Event Types: Select Edit
- Context: Select User Interface
- Parameters:
- Workflow: Select Show Message
- Workflow: Select Show Message