RE: Popup message on sales order when certain item added

I am want to create a popup message/alert when certain items are added to a sales order.

This can be immediately after the item is added or upon saving the record. I have tried via workflow but it does not seem that Show Message action is available for line items?

Margie Beginner Asked on September 17, 2020 in How To's.
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3 Answers

Hi Margie,

What you’re trying to do can’t be done unless scripted.

The trouble is that you can’t set WF items based upon item line criteria. If you then try to use a saved search as criteria to look for certain attributes in the line detail, the search won’t work until after the record is saved, and so the pop-up still won’t come up during the save process. At best you can get it to come up when someone opens the record to edit it. This means that whoever is creating the record won’t actually see the pop-up at all when they create and save it. To work around this we have created saved searches that send automatic emails when certain criteria are met. This is obviously not ideal, but if you talk to a developer they would be able to script out what you’re looking for.

Beginner Answered on October 30, 2020.
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