[FinOps]

Can you ask a question in a workflow and then store the answer on the record that initiated the question? Basically at save, if a field is not marked yes or no, I want to ask the question if it should be yes. If they respond it should be yes, i want to update that field with yes.

I attempted to use the CONFIRM action but could not get it to execute.
This is a cached copy. Click here to see the original post.

[mchen]

confirm ‘yes’ will save the record.

you still need an action that set field to ‘yes’

[k_dunc]

Hi FinOps, I’m not quite sure the Confirm Action will do what you’re after. If I understand your question correctly, upon the user saving the record, you want to display a message if a particular field is neither ‘yes’ or ‘no’, and then, based on their ‘reply’, either set this field to ‘yes’ and then save the record, or just save the record?

My understanding of the Confirm Action is, if used on a Before User Submit event, then if the user does not want this field set to ‘yes’, then the only option they have is to press the Cancel button, which will then not save the record.

My suggestion would be to perhaps create a Workflow Action Script, triggered on a Before Record Submit event when this field is neither ‘yes’ or ‘no’ (set as a Condition). The Workflow Action Script could then return a value. I would suggest to store this value in a custom Workflow Field, then on an After Record Submit event, where the Condition checks if the custom Workflow Field is set to ‘yes’ (for example), will then perform a Set Field Value action.

Could that work for you perhaps?

[webbee]

Hi FinOps, I have the same opinion as of K_dunc, but if you are fine with the action button, then that would be more easier and on the action of button you can set fields values and put notification if field remain blank.

[Author]

Posts