Prevent Deal Creation for Blocked Account

Prevent Deal Creation for Blocked Account

Hi,

I'm trying to figure out a way to create a validation rule that would prevent the creation of a new Deal to an Account that, for any defined reason, is blocked (normally because of delayed payment issues), thus preventing users to create new Deals for an Account that already has payment issues.

The idea would be to have a custom boolean field in the Account module (let's call it "Blocked"), that if selected, would prevent the user from selecting this Account while in Deal creation or editing. So if the Account had the "Blocked" field selected, the user would not be able to create the Deal. Otherwise, it would proceed as normal.

My first try was to create a validation rule based on the Account Name field, but this field is not available in Validation Rules.
I then thought I could solve this by creating a deluge script to validate the field. Even though I have not tried, I think that this won't work also because there's no way I can select the Account Name field for validation in the Deal form.

Any suggestions?

Regards,
Bruno


      • Sticky Posts

      • How to Add Users to your Organization in ZohoMail?

        A better clarity so you can create other users to start using Zoho Mail. You can directly Add Users from the Control Panel to your Organization. You can invite users with the existing email address. If the person (user) already uses ZohoCRM, then you can import users from Zoho CRM. You can also import them using a .csv file. (if you are planning to add them in Bulk)  In this topic, We will be discussing on how to Add and Invite users only.  The Import options are self explanatory. ____________________________________________________________________________________________________________