Hi, I'm going to explain this as best I can because I'm relatively new to this! I don't think what I want to do is possible (not without coding anyway), but I just wanted to double check.
On our CRM, we have a custom entity called Project Support Package (PSP), and the Account entity has a 1:N relationship with it (so multiple PSPs can be hooked up to one Account). We are wanting to prevent our colleagues from accidentally creating other PSPs related to an account, for example, that we have had issues with in the past (aka they have unpaid debt). The method we have come up with so far is this:
We have an option set field on PSP called 'PSP Status'. I've added an option named 'Speak to management before contacting'. However, our issue is that our colleagues won't necessarily be looking at each PSP attached to a problem account before creating a new one, so this could be missed.
The idea I came up with was to create a business rule or workflow where some red text would appear at the top of the Account form when any of its PSPs had the 'Speak to management before contacting' status. However, I'm not sure I'm able to do this as in the past it's only let me create workflows with 1:N entity relationships, not the other way around. It's not a specific PSP that needs to have that status set to trigger the text to appear, it's if any at all have that status. So I'm not sure if that makes it possible at all?
If there's any workaround that anyone knows I'd be very grateful. Please let me know if you need any more information, as I say I've explained it as best I can but it's very possible I've missed out crucial info!
Thanks, Robyn