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ReportIs there a way in the CRM interface to prevent a user from deleting a case if the value of the Actual Service Units is greater than 0?
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Is there a way in the CRM interface to prevent a user from deleting a case if the value of the Actual Service Units is greater than 0?
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You can also user real-time workflow for validations:
- Create a real-time workflow
- Configure it to run "before" delete
- Do the validations
- If "delete" should not be allowed, add a "stop workflow" step with "Cancelled" status - you can configure error message in the properties of that step
Thank you Andrii. I am new to CRM so please be patient with me. I am using version 2013. I cannot see anything called Workflow.
I have found where I can create a 'Routing Rule Set' is that Workflow? In the Routing Rule set can add the new Rule Item and can set the Rule criteria, but the Then Condition only allow me to Route to A Queue or a User/Team. Am I in the wrong place?
Hello,
The easiest way is to design a real time workflow that will handle delete operation, check if it is allowed to delete record and throw an error if it is not allowed to delete that case.
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