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newmay
Helper III
Helper III

Portal Contact Creation with FLOW and custom success/error messages

Hi community!

We got a portal form where we create a contact and send a portal invitation right by. Now we have few "validation" requirements to check if the contact already exists before that scenario.

 

  1. If there is no contact with this e-mail address and the selected function in the CRM, the contact will be created and an e-mail with the invitation link will be generated subsequently.A custom success message must be shown.
  2. A contact with the combination e-mail address/organization exists in the CRM, but it is not a user(Defined by a flag on contact record is User/is no User). Subsequently, an invitation e-mail with the invitation link is generated for this contact. A custom success message must be shown.
  3. In CRM there is a contact with the combination e-mail address/organization who is also a user. In this case,  an error message that this person already has a contact and a user must be displayed

So we know that we could check the fields by a FLOW, however we do not know how to display different Messages based on scenarios 1,2 and 3.

The second issue would be that the flow needs to happen on the onclick Event, thus we need to write java script that references on the submit button right?

 

Appreciate any help! Big THANK YOU!

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