End Client cannot be a Parent

A forum for User Initated & Scheduled Workflows
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End Client cannot be a Parent

Postby Natalie_1136 » Wed Dec 03, 2014 7:45 am

Having an issue creating a user initiated workflow to check if the End Client selected in Opportunities is a Parent. I've gotten as far as creating a hidden field in Clients that's a checkbox and another hidden field in Opportunities that's a checkbox to run the test. However because the Client field is custom I'm afraid the wf isn't working correctly.

Overall it would ColumnFieldChange (select IsClientaParent from CustClientTabfields needs to be Y, then IsParent in Opportunities is Y which will give the user a hard error.

Any assistance would be appreciated. Thanks!

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