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Topics#Sales And MarketingPregunta de Jo Green
Jo Green ha preguntado en #Sales And Marketing
25 mar 2015, 15:29

How can I stop Campaign Members being added to an unapproved Campaign?

I'd like the Campaign to be approved before making available to new Campaign Members. The current Approval Process default "locks" the campaign but only in terms of field updates.

 

Any ideas?

 

Thank you!
1 respuesta
  1. Deepak K Anand (‎‎‎‎‎‎Zoom Communications, Inc.)
    25 mar 2015, 15:33
    How about adding a Validation Rule

    on the CampaignMember object like this - 

    AND(
      ISNEW(),
      Campaign.Approved__c = FALSE
    )

    This will not allow them to

    save the CampaignMember by associating that with an un-approved(I am guessing this is identified by a field say Approved[Checkbox] on the Campaign object) Campaign.
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