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    I have a custom entity called CliDestAcc. CliDestAcc is a child of Accounts. is it possible ( and how ) to put a workflow / dialog to stop users from adding a new record for the in CliDestAcc if one already exists and is at active status for the 'Account'

    Dont ask me .. i dont know

    Friday, April 11, 2014 12:36 PM

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    This wouldn't be possible strictly using the out of the box functionality. You aren't able to "query" for child records based on another record and take action based on the result of a record being present or not. Normally this would be handled with a plugin that fired on save on the CliDestAcc entity - this would execute a query based on the Account it is related to and if it resulted in finding an existing record, cancel the save. You could also probably do something similar using JavaScript.

    Jason Lattimer
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    Friday, April 11, 2014 12:58 PM
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