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Rolando EstevesRolando Esteves 

How to restrict creation of new Quote record when opportunity field is unchecked

Hi,

 

Is there any possible way to restrict the creation of new records. For example I should not be able to create a new Quote unless a checkbox field is marked in the opportunity object.

 

Thansk in advance!

 

REG

Suresh RaghuramSuresh Raghuram

if it is autofill then you can set a validation for the checkbox.

 

If it is on visualforce page make the remaining fields hidden except this check box and  unless this check box checked .
Rolando EstevesRolando Esteves

if it is autofill then you can set a validation for the checkbox:

 The checkbox field will be updated with workflow and approval process. So if I use a validation rule it will not let me save the Opportunity.

 

I just want to restrict the creation of a new Quote Record unless checkbox = true.

 

Thanks