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Manish Verma 4 custom button on record types
Hi all, i have a requirement..
I have created two records types "Small" and "big" on opportunity object. now the requirement is :
Big opportunity should have a button ‘Close’ which when clicked should update the stage to closed won and make the opportunity read only(None of the fields should be editable)
I have created two records types "Small" and "big" on opportunity object. now the requirement is :
Big opportunity should have a button ‘Close’ which when clicked should update the stage to closed won and make the opportunity read only(None of the fields should be editable)
Shashank (Salesforce Developers) You can do it by creating an other record type like "Big Opportunity - closed" and update the record's record type using workflow rules.