Enforce Business Rules Before Save
Before-submit workflows validate data and can block the save, show a warning, or redirect the user. This use case prevents bad data from entering the system without requiring SuiteScript.
Step 1: Create a Before Submit Workflow
Create a workflow and set the trigger to "Before Record Submit." This runs when the user clicks Save, before the record is written to the database. Add a condition that defines when validation fails.
Step 2: Add Validation Logic
Use "Go to Record" or "Show Message" actions. "Go to Record" returns the user to the form without saving—effective for blocking. "Show Message" displays a warning; you can allow save with "Continue" or block with "Go to Record."
Step 3: Define Your Rules
Conditions can check: required fields, amount thresholds, date logic, related record existence. Combine with AND/OR for complex rules. Example: block save if margin < 0 and discount > 20%.
Best Practices
- Provide clear error messages so users know how to fix the issue
- Use warnings for soft rules, blocks for hard compliance requirements
- Test with different user roles to ensure validation applies correctly
Contact us for help implementing validation workflows.