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Customize error message in CRM

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

pastedimage1618798840533v1.png

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

  • RE: Customize error message in CRM

    Hi,

    Is there a way to ensure that this workflow only runs in the forward direction because, in this solution, if I want to go from a stage to the previous stage it needs me to fill in the required fields

  • RE: Customize error message in CRM

    Process :

    pastedimage1618973677713v1.png

    Work Flow :

    pastedimage1618973794401v2.png

    The error message from workflow is now not appearing at all :/

    pastedimage1618973868522v3.png

    When clicking qualify without filling the Mandatory fields, it is still throwing the initial error. But after populating the required fields and clicking qualify, it shows First Name not populated. When I try to save the form without first name, it throws the same first name not populated error

  • LuHao Profile Picture
    LuHao 40,832 on at
    RE: Customize error message in CRM

    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?

  • RE: Customize error message in CRM

    pastedimage1618913510650v1.png

    Yeah the trigger is set to stage exit

  • LuHao Profile Picture
    LuHao 40,832 on at
    RE: Customize error message in CRM

    Hi Sankalp,

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

    pastedimage1618912629136v1.png

  • RE: Customize error message in CRM

    pastedimage1618911989826v1.png

    This is the current state of my workflow

  • Suggested answer
    LuHao Profile Picture
    LuHao 40,832 on at
    RE: Customize error message in CRM

    Hi Sankalp,

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

    All triggers should not be selected.

    pastedimage1618910138270v2.png

  • RE: Customize error message in CRM

    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?

  • Suggested answer
    LuHao Profile Picture
    LuHao 40,832 on at
    RE: Customize error message in CRM

    Hi Sankalp,

    pastedimage1618886078614v1.png

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

  • RE: Customize error message in CRM

    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?

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