Prohibited Leads - Block Leads being created

Question

Hello, 
 
 I have been asked today by a customer the following: 
 
 Is there a Sugar plug in for prohibited countries/persons? 
 So it would block leads being created where the country or person was on a prohibited list.

anyone come across this before? 
 
 Sara

Sara Tatam · Answer

In the context of preventing business with prohibited persons - I've managed to use the Logic Builder no-code tool for configuring Sugar instance to make an external API call to http://sanctions.io and process the response so that the Sugar users could check if an individual or entity (Lead/Contact/Account) is on a sanctions list. I also requested and received a trial account at http://sanctions.io service (7 days from today), so I've made a recording how that configuration work in Sugar - you may see it here https://youtu.be/_czVclmETb4 [3 minutes watching] If interested, here is step-by-step instruction how to make that automation work for Sugar instance: 1. Install ZIP extension that I've configured with the Logic Builder no-code tool CheckThemAtSanctionsIO.zip 2. Create a Note record with the Subject = Sanctions.io Bearer and put the Sanctions.io API key to the Description e.g. the trial sanctions.io API key is 302c7a4c123a4a07a80b5327e2115120, you may substitute on your API key it or try with it 3. Setup W-buttons fields to initiate sanctions lists check - that should work for the modules Leads, Contacts, Accounts. Please use parameters provided on the screen:

Please feel free to use the configuration that should help in preventing doing business with individuals and entities on sanctions lists, including the ones bastards that attacked my motherland Ukraine I hope this helps Let me know if any questions

Sara Tatam · Answer

This can be easily implemented without foreign plugins if your instance is at version 12.x. Steps to implement with few coding: 
 
 Create a dropdown list for prohibited users, like prohibited_user_list 
 Create a dropdown list for prohibited countries, like prohibited_country_list 
 Add a Field Validation to the Create View , this Field Validation must evaluate if the current_user name is in the prohibited list or the country is in the prohibited list in order to nurture a specific field error.