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Validation During Associate to Account ( Lead)

Oct 19, 2017 at 05:55 AM

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Dear Experts,

During Associate to Account we need to validate something on Save.

In which event/validation under which BO do we need to write the logic?

Thanks in advance...

Thanks and regards,

Raju

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1 Answer

Best Answer
Horst Schaude
Oct 20, 2017 at 11:28 AM
1

Hello Raju,

I would suggest the ValidateOnSave of the BO Lead.

Bye,
. Horst

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Dear Horst,

Thanks for the response.

I can see control coming to ValidateOnSave of both Lead and Customer. But how do we know whether user has selected existing customer (Account ) check box or not from the matching list?

In our business scenario we do not want to allow users to create Accounts in C4C, all accounts will be created in ERP and flow to C4C.
During the Association to account if user do not select any matching account from the proposed list then system is creating a new account even though they cant directly create Customer from Customer BO. ( It seems a loop hole on authorization validation).

Thanks,

Raju

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Varaprasad Raju Potturi

Hello Raju,

Shouldn't there a AfterModify (if existing) be called earlier in which you can control this?

Bye,
. Horst

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Dear Horst,

Managed to solve the problem after writing coding in Lead OnSave.

Thanks for your help.

Regards,

Raju

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