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Is it possible to create messages to the user telling them why they have not met the Entry Criteria just as you would for a Validation Rule ?

ie : "You cannot Submit this for Approval because the Status is already Approved"

Thank you.

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2 Answers 2

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The answer is basically NO but you can simulate this by adding a formula field to the top of the standard layout that displays a message

This object is not ready for approval submission for reason xxx

The formula field generates that text via something like

"This Foo is not ready for approval submission for reason " &
IF (someConditionUseCase1,'reason1',
IF( someconditionUseCase2,'reason2',
...
))...)

More sophisticated strategies involve using jQuery + VF to hide the Submit for Approval button as well

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  • ah, good idea - and so simple ! The best ideas are usually the simple ones ! Thanks crop !
    – Zoom_v
    Commented Jan 13, 2016 at 14:08
  • And if you use an image formula, it will pop out to the user so it is less likely to be ignored
    – cropredy
    Commented Jan 13, 2016 at 15:25
  • I am just now getting to this and I'm having a problem figuring out the best way to display a list of reasons a user can't submit a record. In other words, I'm trying to say "You can't submit this because : REASON1 ; REASON 2 ; REASON3....". What would be the best way to make the field display a list ? I can't figure out the proper formula for that. Thanks again.
    – Zoom_v
    Commented Mar 7, 2016 at 21:06
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    You could a) have formula fields representing the each canned response. Or b) you can use the concatenation operator '&' to build up a list of reasons.
    – cropredy
    Commented Mar 7, 2016 at 22:22
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Another possible option for this is create two layouts; one which includes the submit for approval button and one that doesn't. Create a field update which changes the record type based on the criteria for a complete form. You could also use the formula field idea to create a message that says the application is not yet complete, (if record type = incomplete, application is not yet complete etc) User will fill out the form, save, and if it is complete, they will have the submit option on the next screen.

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