Prevent discussions in Request after Converted to Project

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.

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.

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

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

Nice!

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