Customize error message in CRM

(0) Share

Report

Posted on by Sankalp Sreekar Microsoft Employee

In lead entity, users are clicking qualify without updating the mandatory fields shown in the process stages giving rise to the following error :

Is it possible to replace this error by showing the fields to be filled instead?

I have the same question (0)

All responses (12)

Answers (1)

Verified answer

LuHao 40,892 on at

Like (0)

Report
Copy link

Link copied!

Hi Sankalp,

We can add an on-demand workflow on the Qualify stage to show the error message.

First create a real-time workflow for Lead, and check As an on-demand process.

Then add multiple conditional branches, each condition is if a mandatory field does not contain data, the action of each branch is Stop workflow, and the status is Canceled, then Set Properties to write the error of each mandatory field.

Let me take an example. I have two mandatory fields need1 and need2. So I create two conditional branches, one condition is If need1 does not contain data, the other condition is If need2 does not contain data. One message of Step Workflow is "You have to update the need1 field", the other message of Step Workflow is "You have to update the need2 field".

Then edit the BPF, add a this workflow into Qualify stage. The trigger is Stage Exist.

This way, when user click the Qualify button, and if there is any mandatory field does not contain data, user will see the error message we set.

Was this reply helpful? Yes No
Sankalp Sreekar Microsoft Employee on at

Like (0)

Report
Copy link

Link copied!

Thanks for the detailed steps, I'll try them out and see if it works out

Was this reply helpful? Yes No
Sankalp Sreekar Microsoft Employee on at

Like (0)

Report
Copy link

Link copied!

I followed the steps you mentioned and I still get the same message. Not sure if workflow is even getting triggered. Can you post a screenshot of the message which is displayed when you qualify a lead with Need1 and Need2 not filled?

Was this reply helpful? Yes No
Suggested answer

LuHao 40,892 on at

Like (0)

Report
Copy link

Link copied!

Hi Sankalp,

The workflow must be real-time workflow, not background workflow.

Was this reply helpful? Yes No
Sankalp Sreekar Microsoft Employee on at

Like (0)

Report
Copy link

Link copied!

Hi,

I've changed it to real-time and now it shows the messages. But it doesn't allow saving the record after creating without filling in the required fields. Any suggestions on how to prevent this behavior, ie, enabling save without the mandatory fields filled?

Was this reply helpful? Yes No
Suggested answer

LuHao 40,892 on at

Like (0)

Report
Copy link

Link copied!

Hi Sankalp,

Please check if Record is created is selected in your workflow.

All triggers should not be selected.

Was this reply helpful? Yes No
Sankalp Sreekar Microsoft Employee on at

Like (0)

Report
Copy link

Link copied!

This is the current state of my workflow

Was this reply helpful? Yes No
LuHao 40,892 on at

Like (0)

Report
Copy link

Link copied!

Hi Sankalp,

Did you only set the workflow in Qualify stage and select the trigger to Satge Exit?

Was this reply helpful? Yes No
Sankalp Sreekar Microsoft Employee on at

Like (0)

Report
Copy link

Link copied!

Yeah the trigger is set to stage exit

Was this reply helpful? Yes No
LuHao 40,892 on at

Like (0)

Report
Copy link

Link copied!

Hi Sankalp,

Can you provide a screenshot of creating Lead when it doesn't allow saving the record? Is there any error? Is the error you set in the workflow or has nothing to do with the workflow?

Was this reply helpful? Yes No