Create a Validate Warning Action

Use the Validate Warning action to warn a user when inconsistent data is being entered or when additional information might be required. This action is only available for user initiated workflows.

For example, if a user changes the address of a contact, you can have a warning display to remind them that the phone number may also need to be updated.

To create a validate warning action:

1. In the Navigation pane, select Settings > Workflow > User Initiated Workflows.
2. On the User Initiated Workflows form, use the drop-down list in the header field to select the hub or other area, such as employees or billing terms.
3. In the Workflows grid, select the workflow row (event) to which you want to add the action.
4. In the Actions grid, click Add Action > Validate Warning to open a validate warning row.
5. To indicate that the validate warning action is currently active, select the Active check box.
6. In the Description field, specify the text that displays for the user when the warning condition is encountered, such as "Make sure that the telephone number is correct."
7. Click to display the Conditions dialog box and use it to specify at least one condition for the validate warning action.
8. Click Save.