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We have a need to prevent work orders from being created when an account is in a blocked status (using any of the block status options). I would like to have a flag or an error pop up when trying to use the blocked account.
Hi Partner,
Can you click Yes under "Did this answer your question?" to close this thread if my answer is helpful.
Thanks in advance!:)
success!! I got the error to populate once trying to save the work order once I converted the process to real-time workflow. Thank you to everyone for their suggestions and advice
Is there 'Convert to a real-time workflow' button at the top ribbon during workflow edition? You have to make it a real-time workflow to have an impact on current form.
I was still able to create W11911, however, I found this in the process sessions. The WO doesn't seem effected and is sitting in an unscheduled status
That option automatically populates and I am under to uncheck it. I am going to try selecting As an on-demand process and see if that will work.
Try to uncheck 'Run it in a background'.
I am not sure what step(s) I am missing, but I am still able to create work orders with this activate workflow. Can you point me in the right direction?
Thanks!
Hi,
Another way to prevent such would be to change the view for Service and Billing Accounts fields on WO form to display only non-blocked accounts. If the account is blocked then user won't see this account on a drop-down.
The workflow can have an "or" condition to check the account through both the service and billing account fields on the work order.
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André Arnaud de Cal...
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Martin Dráb
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nmaenpaa
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