We have added a Radio Button to CRM to identify whether an Account is a Target or not. I know people can click the corresponding Targets Entity to see whether there's a Target Record, but we have 5,000+ Accounts in CRM, and only 1% of them would be Targets, so we don't want users having to check 99% of our Accounts' to see if they have a Target when they won't (hence our having the Radio Button).
However, we would like it that if someone selects the Radio Button and sets it to True, then a Target Entity is created. However, I have 2 problems when I create the Workflow and set 'Record Fields Change' (Properties -> Target)
1) I don't want a Record created if the Radio Button is set to False
2) I want people to fill in some of the Fields themselves, as there will be variables that only the Record Creator would know, eg, how much is this Account being Targeted for, etc.
So, my questions are obviously . . .
1) Is it possible to create a Record *ONLY* when the Radio Button is set to True (by default, neither condition is selected)
2) Is it possible to create the Target Entity and leave it open on the screen for a User to complete?
Many thanks for any advice
Brian
