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Contact Deactivation permission based on rule

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I'm looking for suggestions as to how you might approach the following:

I have a requirement to stop users being from able to deactivate a Contact IF the contact currently has a record in Custom Entity "X"

Example -

Contact DOES has a row in the custom entity table under their name. Contact shouldn't be able to be deactivated

Contact does NOT have a row in the custom entity table under their name. Contact should be able to be deactivated

  • RE: Contact Deactivation permission based on rule

    This was great! I had to adjust your suggestion a bit, but it was exactly the kind of template I was looking for, Thanks!

    The reason I had to adjust is the custom entity may have multiple records associated to each contact.

    I created a field that's updated by an onload function to count the number of records in the associated entity to the contact.

    Then I used your suggestion, but made the condition that if the custom counting field > 0, to cancel.

    Thanks again!

  • Verified answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    RE: Contact Deactivation permission based on rule

    Hi Partner,

    IF the contact currently has a record in Custom Entity "X"

    The contact and custom entity have N:1 relationship? contacts are child records for the custom entity?

    pastedimage1681802775040v1.png

    If so, one lookup field related to custom entity should on the contact entity.

    pastedimage1681804020321v3.png

    When contact has a row in the custom entity table, the lookup should be populated with the custom entity.

    pastedimage1681803994957v2.png

    Then you can create one real-time workflow to achieve your goal.

    pastedimage1681804339357v4.png

    pastedimage1681804510637v5.png

    pastedimage1681804553675v6.png

    Save and active the workflow.

    Test:

    pastedimage1681804724000v7.png

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