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?
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.
Are there many “product As” or is it a case or two? Have you tried using item groups? Or a promotion that adds it automatically?
Also I can think of a client script or try the “items on order” field under the conditions for a workflow.
Happy to help out if you send over more details.
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.