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Handling E-mail and Phone in Contact Workspace Rule (5 Comments)

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Topic by Jarel Birck da Silva

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Hi everybody,

I have a customer requirement that consists in building the following Contact Rule:

  • A Staff Account can not save a Contact (new or existing) without at least one E-mail Address or Phone Number.

I tried to accomplish that requirement using a Contact Workspace Rule. However, it seems not possible to handle E-mail and Phone in certain Conditions. For Example:

I tried create the following Rule:

  • Triggers
    • The record is saved without closing
  • Conditions
    • A field has a certain value
  • Then Actions
    • Display a message box

When I open the field list to set the Condition Field, the E-mail and Phone fields do not appear, as you could see in the attached image.

Is there a way to build that Rule using Workspace's Rules? If not, what is the best option? Build a Workspace Add-in?

 

Regards,

 

Image


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