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Haseeb Ahmad 9 how to stop creating case if opportunity already have one open case?
Hello,
Case object have lookup relation to opportunity (OppToCase__c) what I want if an opportunity already has an open case with record type ('PS Only') related, then don't let user create another case with that same record type.
How I will do that? any idea? thank you
Case object have lookup relation to opportunity (OppToCase__c) what I want if an opportunity already has an open case with record type ('PS Only') related, then don't let user create another case with that same record type.
How I will do that? any idea? thank you
Hi Haseeb,
You may try it with validation rules. Create a validation rule on child objcet with below formula:
If( OR( ISPICKVAL( <yourfieldname>, "open" ),
),
ISNEW(),
false
)
Please mark it as Best Answer so that it can help others in the future.
Regards,
Priya Ranjan