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Topics#Sales And MarketingJo Green 的问题
Jo Green 提问于 #Sales And Marketing
2015年3月25日 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 个回答
  1. Deepak K Anand (‎‎‎‎‎‎Zoom Communications, Inc.)
    2015年3月25日 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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