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A new knowledge base article has been published on our support portal.


In this scenario, we want to make sure that any Opportunity that is associated with a disabled User gets flagged so that it can be reassigned.

We want to show a notification when an Opportunity is opened and the Opportunity’s parent Account is owned by a disabled User

North52 BPA Solution

The North52 BPA solution works like this:

  • A formula is created that will trigger whenever a Opportunity record is opened
  • The formula will check to see which User owns the parent Account of the Opportunity
  • If the User is disable/inactive, the formula will set a form notification on the Opportunity to let users know it needs attention

View this article in full on our support portal