Rules Engine: Block sending quote without Credit Card entered
My organization is in the process of starting to use the Rules Engine. We have a few planning sessions set up internally to determine which rules we want to define. I was able to think of what I thought would be an easy one but as I'm trying to create the rule I'm not sure if it's even possible. The rule I want to create it to block sending a sending a quote without a credit card entered.
The first was easy:
Condition: Quote > Payment Method (zqu__PaymentMethod__c) is equal to Credit Card.
Knowing that I'll need to add more criteria for when the credit card field is blank I added a new criteria and switched it to AND.
But I'm stuck trying to find where the field for the credit card number is and am now wonder if; either it's not possible to do, or if it's a harder rule than I initially thought it would be.
Re: Rules Engine: Block sending quote without Credit Card entered
HI @jfearon ,
You need to use the New Payment Method button on the quote to enter all the Credit Card information. Once all the details are given then it will generate Electronic Payment Method Id(zqu__ElectronicPaymentMethodId__c). If my understanding is correct, you can use the below condition to validate whether credit card details were entered or not.
Please let me know if you have any questions.
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