Customer records need to display an alert if certain criteria are met

We would like to have customer records display an alert or warning if certain criteria are met.  I think I would need to use html inline field, with criteria.

 

Rookie Asked on December 6, 2021 in Other.
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mshroc,

You need to investigate SuiteFlow. You can easily create a single-state workflow to do exactly what you are requesting using an elegant point-and-click interface.

Jeff

Rookie Answered on January 6, 2022.
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