Question

Business Processes (Check validate before saving)

hi all,

 

The process must open a new record page in the “Returns” section and check whether the “Notes” and “Reason” fields are populated before the new record can be saved

 

 

how can i solve this please how can i make the scenario ?

i need a process diagram with sol please

thanks

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6 comments

Hello,

Here is the simple example of creating the Contact based on the notes in created Account

 

In the Conditional flow (notes filled in) you just need to put this formula:

Here are the results for the execution if the created account has not Notes or no:

 

 

Regards,

Dean

dean parrett,

hi 

can you make it using simple not signal because i will fire this process only from the command line or section menu 

thanks

Hello,

 

You can use simple signal. The first element will just be Read Data which will be reading your account and that's it. Everything else is the same. The most vital here is to make 2 flows from this Read Data element, one is conditional which checks if the notes field is populated.

 

Regards,

Dean

dean parrett,

 

hello,

how can i use simple and after that use read data of a record doesn't exist !! 

the process will create the record so with your scenario that i will read data from where !! where is the record the process created that i will read the data from it and check if the notes and reason filled in so it will create if aren't filled it will not create the record to the section ?

 

thanks 

Hello,

 

In this case you need to come up with some condition under which your process could identify the desired record. Then read data will catch the desired record under this condition and read its notes. Other then that, the process will not know what to read and what is expected from it. 

If you are going to run the process from command line or manually, you need to make it understand which record from Returns to read. If there is no condition - the process will read some random record. 

 

Another idea is to pass the ID of the required record to this process from Main process. So my process would read the account which id = 'some id'

 

Regards,

Dean 

dean parrett,

 

can you explain that with a diagram please 

 

notice that:

1- there isn't a main process 

2- this process is a separate process and will fire only when run from the command line or from section menu only so the notes and reason will be required only when the process fire, when the user creates the record manually the notes and the reason will not be required 

3- if the notes and reason are not filled in the record mustn't be saved or added 

 

thanks

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