Hello all!

I hope this message finds you well and that someone has come to a solution for this.

In one of our custom modules, there is a section in which the user needs to input the payment plan for a service. I need to create a workflow/validation rule that will alert, or trigger an action, once an user creates a record that the total cost of the service and the total sum of the instalments of the payment plan do not match.

So currently, the user will input a field "Total cost", and then enter the number of instalments with date and value. From record to record, the number of instalments can vary. Then there is a calculation field named: "Total cost validation" which will add all the amounts of the instalments and the user needs to check that this sum matches their original input for "Total costs". But still, sometimes this is not checked. I would like to add some guard rail that will alert the user on the spot or trigger a task to review the record.

I have not been able to use workflows or validation rules because I cant specify a defined number, as the total costs change by record.

Any ideas?

Thank you in advance.

Best regards,

Juan