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Prevent discussions in Request after Converted to Project

I'm trying to prevent any discussion in a Request after it's been converted to a project. I've been able to create a custom action that closes discussion posts and replies, and I've been able to create a workflow rule that closes only discussion posts. I can't seem to create a workflow rule that closes both, and I haven't been able to figure out how to prevent the creation of new discussions. Has anyone done this before and can help? Thank you!

Alan Caplan Answered

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Hello Alan,

To implement the above, please follow these steps:

1) Create a toggle field on the 'Request' entity and name it something like 'Block Discussions';

2) Create a Validation Rule on the 'Discussion Post' entity that would run only when a record is created with Evaluation Criteria: Catch($Container.C_blockdiscussions, FALSE)

3) Create a Workflow Rule that would turn on the 'Block Discussions' toggle whenever a Request is converted into a Project.

Please let me know if this helps.

Roland Pumputis 0 votes
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That didn't accomplish what I need, as it still allows discussion if replying via an email notification, nor does it prevent new discussions from being started.

Alan Caplan 0 votes
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Hmm, the validation rule should block email replies and new discussions if the toggle is turned on.

Josh Santos 0 votes
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I needed to put the validation rule on the Discussion Message entity, not Discussion Post. It now works. Thank you!

Alan Caplan 0 votes
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That is what I meant, I apologize for the confusion. Glad to hear it's working now!

Roland Pumputis 0 votes
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