I am trying to find the most efficient/best way to prompt users to input missing data prior to changing the status to "Escalated". They need to fill out approximately 8 fields for the next team of staff to be able to pick up the case and work on it effectively.
I have been thinking a flow might be the best but that seems reliant on multiple Decisions to determine which of the 8 fields are blank, prior to screens for them to fill out the data. Validation rules are another approach I have been debating. We cannot make the fields required because if it isn't going to "Escalated" status, we don't need that data.
Open to any approaches and ideas. Thanks!
I would suggest you to create a validation rule for the same.
AND
(
ISCHANGED(Status),
TEXT(Status) = 'Escalated',
OR
(
ISBLANK(Field1__c),
ISBLANK(Field2__c),
ISBLANK(Field3__c),
ISBLANK(Field4__c),
ISBLANK(Field5__c),
ISBLANK(Field6__c),
ISBLANK(Field7__c),
ISBLANK(Field8__c)
)
)
