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I have a requirement where I have to block user from updating record if it has certain values in certain field but it shouldn't block Merge Case. I have created a Validation rule to block a user from updating record which also applies for Merge case as well since In domain layer update is what happen in both case.

 

Now my question is how can I separate Merge case update from other Update?

 

I have tried adding Boolean field but I couldn't write a logic that says set this Boolean field value true if in Merge Screen since it is Standard page. I tried overriding the standard page by Visualforce page but instead of opening page in pop-up it redirect to next page which is not my client accept. 

 

Is there any workaround, to achieve what I want?

5 respuestas
  1. 25 ago 2023, 17:01

    Oh, I see. Sorry, your question was more around getting the pop-up to be a modal and not a net/new screen. 

     

    Could you EMBED your component onto the page? For example, you can have a FLOW, that dynamically hides/shows parts of the form. You could then embed that flow on your page. When someone clicks a button on the flow, or interacts with it, you could toggle the rest of the form to "appear", expanding the area the flow takes up on the page. 

     

    So... perhaps an Embedded approach could work? 

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