Trigger to Prompt User for Payment Schedule Field on Create Position Action

tyeung

I’m looking for advice on setting up a trigger or notification mechanism to address a specific need during the Create Position action. We want to prompt users if they leave the Payment Schedule field blank when creating a new position. However, we can't make the field required because some positions legitimately do not require a payment schedule.

The goal is to:

1. Notify the user dynamically (e.g., with a pop-up or message) if the field is left blank.
2. Allow the action to proceed if the user confirms the omission is intentional.

Has anyone implemented something similar or have ideas on how to approach this? Suggestions for workflows, business rules, or any other configurations would be greatly appreciated.

Thanks in advance for your help!

Judy Otto

This can be handled with a configuration to add a "confirmation" to the Create Position action.
Infor docs has this snippet of information on constraints & confirmation messages... Infor Documentation Library.

If you look at the LPL viewer for the Position business class, you can see some examples of the "confirmation" syntax.

A confirmation will present a dialog box to the end user upon 'submit' and they can choose to stop or continue and submit.