Hi Tom
The basics of the process is as follows:
The rule lets a user create a "Lead" and then at the same time verify that the Contact Person in the Lead doesn't exist in the Contact object. If it does exist then the user is presented with the pick list to assign the lead to the contact. However the user may choose not to assign (for whatever reason) by canceling the pick list, and then proceed onto viewing the Lead.
The Process Below works fine if the user does not choose to cancel.
but If the user cancels, the Lead is in fact created, with no view, resulting in confusing the user whether the Lead was created or not
so its all about getting to View the Lead after the Failure
Process:
Rule1
ENTER NEW Lead
Rule2
If EXISTS Contact WHERE (Contact.FirstName CONTAINS Lead.ContactFirstName AND Contact.LastName CONTAINS Lead.ContactLastName) Then
PICK FROM Contact WHERE Contact.FirstName CONTAINS Lead.ContactFirstName
Lead.Contact=Contact
VIEW Lead
There is a failure rule on Rule 2 i.e. View Lead. This seems to fail because it doesn't know which lead to view
hope that makes sense
Thanks