Restrict Ordering Based on Existing Request for Primary Contact's Account in Configurable Workspace

Johnyt
Kilo Contributor

 

In the configurable workspace, we need to enforce a restriction for agents trying to place orders for a customer (primary contact) who already has an existing request in the system. The logic should be implemented as follows:

On Primary Contact Change:

When the primary contact is changed, retrieve the associated account for the primary contact.

Search for Existing Request:

Query the RITM table (Request Item table) and check if there's already an existing request with the same catalog item and account linked to the primary contact.  

Enforce Restriction:

If an existing record is found for the same catalog item and customer, prevent the agent from proceeding with the order.

Display Alert:

Display an alert message saying: "You are not allowed to order as there is an existing request for this customer."

1 REPLY 1

SumanthDosapati
Mega Sage
Mega Sage

@Johnyt 

Looks like someone from your team already posted the same question here.

You can follow that thread for updates.

 

Accept the solution and mark as helpful if it does, to benefit future readers.
Regards,
Sumanth