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Trigger Workflow before record is assigned

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Posted on by k.karagiannnis

Hi to all,

I want to trigger a workflow before a record is assigned, first I want to check if this assignment is allowed and then to let the record be assigned. I tried to change 'Start when' field to 'Before' but the record is assigned. Do you have any ideas how to achieve this?'

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Ricardo Gimenez on at

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Hello,

You should not use a sync workflow to avoid an assignment. This kind of validation should be done through a plugin or a custom code. For example, if you create a sync workflow to be executed before an assignment, this is only a trigger, not a condition validation that will block the record assignment.

Could you please provide the exactly scenario that you want to reach before the assignment.

Thanks,

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k.karagiannnis 40 on at

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The main scenario is, when a user tries to assign a phone call to a team or a user, I want to check if this is the correct team or user is member of the team. Correct team is based on a option set field on Regarding Case. If team (or user) is not allowed, then we would like to show a confirmation message to proceed or not with the assignment.

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Ricardo Gimenez on at

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Ok, I got it. Please, try to use the following approach into your sync workflow.

-Keep the trigger as you already configured (before Assign)

-Insert a condition validation to check the option set value

-Insert an action to Stop the Workflow as Cancelled

Quick sample, where workflow is checking if Priority field has data, if not, the phone call record will not be assigned:

Thanks,

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k.karagiannnis 40 on at

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But in this approach the workflow will stop. We want user to proceed with the assignment, but warn her/him if this assignment is not correct.

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