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motu
Formula to stop users from closing case with open issues
I would like to know if there is a way to stop a user from closing a case if there is an open activity OR if there is a specific status (not recieved) on a Shipment in the related list section.
Any ideas?
jpizzala
You won't be able to accomplish this with formula fields, but you could develop some Apex code to prevent a Case from closing if there are tasks/events that are still open or a "not received" status on the Shipment child object.
CRMGeneralist
You can have it change record types based on a status and remove the Close Case button for that record type. So when status = not received it goes to a new record type and they can not close the case.