Create a business rule for Request with a Send event

Create a business rule for Request with a Send event to have this validate when a user uses Send or Save and Send to send a request.

Here’s a sample setup example to handle Sample or Sample with Cost requests. Values used are based on the sample data and default values. The example checks if the Request sent by the user has previous iterations that have not been sent to the supplier.

  1. Implement a Search and Count condition to check if the current Request sent has other versions in the form of iterations.

    • Result Count Condition: Operator - Greater than

    • Criteria

      • Request For, Equal, Current Value

      • Request Type, Contains, Value, Sample, Sample with Cost

      • Iteration, Less than, Current Value

      • Status, Contains, Value, In Progress

    Note: Add more fields in the criteria as needed when you build your own Business Rule.
  2. Add and Abort action with a custom abort message if the condition is met, to prevent users from sending a Request that is not following the sequential sending rule.