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Justin Epistola 1Justin Epistola 1 

Lock Create PDF in Qoute

I wanted to lock Create PDF Button in Quotes until the Quote is Approved (Approved field is true).

Is there a way to do this? Right now anyone can create a qoute at any time. 

Thank you!
Andrew GAndrew G
Options:

1. Create your own "Create PDF" button and replace it on the layout.  Code your button to test the status before running.
or.
2. Create a 2 x record types - "Unapproved Quote" & "Approved Quote" with layouts with and without the create PDF button.  Default to "Unapproved Quote" on creation.  Have a process builder that detects the change to "Approved" and updates the record type. (and there fore the layout).

I would give the second option a run.

HTH
Andrew
 
SecondID PatelSecondID Patel
Hi I agree within Andrew option but only a small changes in the suggestion that instead of using process builder to call another page layout use Workflow...