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?
Hi Margie,
Agreed, you can’t trigger this directly from a sublist field.
However (and a lot depends on exactly what you’re trying to do), you might be able to get something to work if you set another field based on a change the to field you’re really interested in.
I’d probably start with trying Workflow Custom Field but a header field is another option.
I hope that makes sense and I’m very happy to answer any further questions.
Thanks,
Chris
Sorry I don’t quite understand what you are saying. So we have the situation where we have Product A that our customer order and about 97% of the time Product B is required with Product A is ordered. Our clients do not put Product B on their purchase order so I want to create an alert to remind the person entering the sales order to add Product B.
Hi Margie,
So I’m saying that if Product A is selected then you update a Workflow Custom Field.
When the record is saved, you check that field and you’ll know whether Product A has been ordered.
You can then say something like “Have you remembered to order Product B”?
I think it might just be difficult to reliably block the message if they have put Product B on already.
I hope that makes more sense.
Thanks,
Chris
