[Teddy]

We have an issue where a salesperson can edit a customer record and change the sales rep field to themselves, effectively hijacking the customer.

The obvious solution would be to make the salesrep field ‘inline’ so it can’t be changed.. however when creating a new customer, it also won’t let you pick the sales rep (defaults to the user creating the record, which may not be the actual sales rep).

We can’t simply lock the entire record, because sales people still need to update customer information.

is there a way to ‘lock’ the field once the record has been created?

Thanks!
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[cdelacruz]

Do you have Team Selling Feature enabled? If not, you can create a workflow that will set the display type of the field to inline under the condition that Sales Rep field has value. If Team Selling Feature is enabled, then you’ll have to use script to do this.

[Teddy]

Originally posted by cdelacruz

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Do you have Team Selling Feature enabled? If not, you can create a workflow that will set the display type of the field to inline under the condition that Sales Rep field has value. If Team Selling Feature is enabled, then you’ll have to use script to do this.

Interesting, no, I don’t have the team selling feature enabled.

How would I go about creating that workflow?

Much thanks!

[cdelacruz]

Try setup below:

Workflow:Record Type > Customer

Sub Type > Customer

Event Definition > On Create = T, On Update = T

Condition > Field = Sales Rep | Compare Type = not emptyState:Type = Set Field Display Type

Trigger On = Before Record Load

Parameters > Field = Sales Rep | Display Type = InlineYou can also add Condition for Roles so that workflow will only be triggered base on the role of the user.

[Teddy]

Originally posted by cdelacruz

View Post

Try setup below:

Workflow:Record Type > Customer

Sub Type > Customer

Event Definition > On Create = T, On Update = T

Condition > Field = Sales Rep | Compare Type = not emptyState:Type = Set Field Display Type

Trigger On = Before Record Load

Parameters > Field = Sales Rep | Display Type = Inline

Thank you, that worked perfectly!

You can also add Condition for Roles so that workflow will only be triggered base on the role of the user.

This is the only issue I’m having now, I go to add another condition and choose USER ROLE, but where do I put in the role name? Or do I have to use the internal ID of the role?

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cdelacruz replied on 11/13/2015, 08:48 AM: On the workflow condition, select Field = Role | Compare Type = any of | Selection = Name of the Roles.

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