Assume that you want the system to show a confirmation message when sales representative request for discount more than 30%.
Module: Opportunity
Event: Create or Update
Condition: Discount more than 30%
Action: Show a confirmation message “Discount more than 30%. Press Confirm to continue, or Cancel to stay on the current page”
Follow the steps below:
- Navigate to Workflow Homepage and select Opportunity module.
- Click Create Workflow.
- Name your workflow and execute order.
- Select Create or Update for Record Event.
- Set conditions: Total discount is greater than 30% and Stage does not equal Close won/Contract Signed.
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- Click on Actions tab and click on create action
- Select Confirm Message for Action Type.
- Enter “Discount more than 30%. Press Confirm to continue, or Cancel to stay on the current page” in confirm message textbox.
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9. Click Save.
The pop-up window below shows how a confirmation message displays on user screen when the record is saved and the conditions are met.
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Last modified on Jun 18, 2018