I have created an approval process on Quote object, the criteria is whenever a backdated policy will get created it should go through the approval process.
The process working fine, when the user click on the button " Submit for approval" only.
But if he doesn't it will proceed as usual, which I need to block. How to show an on screen alert to the user e.g "The record need submit for approval", after / while saving and it shouldn't let the user proceed further until clicked on the button.
Best Answer
If you want to achieve through OOTB way, then create a checkbox like
Submitted for Approval
and when record is submitted then mark this checkbox astrue
. You can do this via workflow field update.Create a validation rule, which will fire during Save operation to verify if this checkbox is
true
, otherwise show the error messageThe record need submit for approval
.