Workflows

(0) Share

Report

Posted on by Brian Halstead

109

Hi,

I would like to create a workflow that checks the condition of the field, and if true opens a link in a separate tab to a specific URL.

As a background when we have an Opportunity with a Corporate customer we sometimes send a branded hardcopy proposal. What I want to do is create a field called 'Corp Proposal Required' that only shows when the 'Organisation Type' field is equal to 'Corporate'. If selected I want a workflow to open a new window to a URL where they can complete the request form that has already been create by our Marketing department.

Is this something that I can achieve within a Workflow?

Thank you in advance.

*This post is locked for comments

I have the same question (0)

All responses (4)

Answers (1)

Sort by

Verified answer

gdas 50,091 Moderator on at

Like (1)

Report
Copy link

Link copied!

Hi Brian,

I dont think its possible using workflow , you need to write some client side scripting logic .

Was this reply helpful? Yes No
Anupam.Khasia 183 Super User 2026 Season 1 on at

Like (0)

Report
Copy link

Link copied!

Hi Brian Halstead ,

This can not be achieved using OOB functionality . You need to use Client Side Javascript to do that. Let me know if I can help you further on this.

Thanks

Was this reply helpful? Yes No
Suggested answer

sandeepstw 4,601 on at

Like (0)

Report
Copy link

Link copied!

Hi,

Best way to use client side script. If you need using workflow, I will suggest to use custom workflow but still you need some client script to open link in browser.

Was this reply helpful? Yes No
Brian Halstead 109 on at

Like (0)

Report
Copy link

Link copied!

With your help I've now been able to write some script to open a new webpage as required.

Thank you everyone for pointing me in the right direction.

Was this reply helpful? Yes No