I have a workflow that creates a button in view mo...
# suiteflowp
pen one
12/08/2022, 5:55 PMI have a workflow that creates a button in view mode. If a certain condition is met the button updates a field. If a the condition is not met then the current record is opened. What I am needing to happen next is a message pop-up when the record is opened but am having no luck with this. My current solution is to have a different workflow show the message when the record is entered and the condition is not met but I would rather have it only happen when that button is pressed. Is this possible?
a
AI1
12/08/2022, 6:12 PMThis can probably be accomplished by 3 states in your workflow
State 1 has the add button action (you probably already have this)
Transition to state 2 (execute on button) when condition is met
Transition to state 3 (execute on button) when condition NOT met
State 2 has your set field value action (on entry)
State 3 has to actions
Go To Record (current record) open in edit mode = T. (On entry)
Confirm (or show message) action (before user edit)
p
pen one
12/08/2022, 6:19 PMtried that but the message did not fire after going into the record.
a
AI1
12/08/2022, 6:24 PMDoes the workflow log show why it was ignored?
p
pen one
12/08/2022, 6:30 PMIt doesnt even look like it executes that action:
pen one
12/08/2022, 6:31 PMHere are my actions for that 3rd state
a
AI1
12/08/2022, 6:32 PMIf you click the Show Rejected Actions checkbox does it show up as Skipped?
AI1
12/08/2022, 6:32 PMAlso is your Go To Record opening it in Edit Mode or just view mode?
p
pen one
12/08/2022, 6:33 PMThe action is not even showing up:
pen one
12/08/2022, 6:34 PMAnd the go to record is in edit mode. That does work and it does open in edit mode.
a
AI1
12/08/2022, 6:41 PMHmm that is so weird
AI1
12/08/2022, 6:41 PMit should work. Before user edit is a client trigger and the show message only works as a client trigger
AI1
12/08/2022, 6:42 PMHave you tried Return Error or Confim actions?
AI1
12/08/2022, 6:42 PMThe only other thing is you could try the Beford Record Load trigger but I don't think it will work
p
pen one
12/08/2022, 7:55 PMThe return error does trigger but that will stop the record from opening so not ideal. confirm is done before submit or before field edit which would not help in my case. Before Record Load is not an option for messages.
a
AI1
12/09/2022, 1:28 AMBummer. I can’t think of why it’s not working. Maybe a support case? By all accounts it should work fine
The only other thing I’ve done for notifications is to set a hidden field value then use an Inline HTML field to display that value (outside columns at top) in red text at the top of transaction