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Vipin K 10Vipin K 10 

Make field Conditionally Read Only on Quote

Hi All,

We have a flag on Account - 'Check__C' . When this flag is true i need to set Quote Summary field 'Summary__C' to required.

can some one help me with this.
Best Answer chosen by Vipin K 10
GauravGargGauravGarg
Hi Vipin,

We will need to implement validation rule in this case:
AND(
  Account.Check__C == true,
  ISBLANK(Summary__C) 
)
In validation error message, enter the text "If Account flag is true, summary is requried on Quote".

Please use above validation rule.

Hope this will work for you. 

Thanks,
Gaurav

All Answers

Abhishek_DEOAbhishek_DEO
Use validation rule.
AND(Check__C==true,Summary__C==null) // something like this
GauravGargGauravGarg
Hi Vipin,

Do we have a standard page or custom page in this scenario?

Thanks,
​Gaurav
Vipin K 10Vipin K 10
We are using Standard page Gaurav.
GauravGargGauravGarg
Hi Vipin,

We will need to implement validation rule in this case:
AND(
  Account.Check__C == true,
  ISBLANK(Summary__C) 
)
In validation error message, enter the text "If Account flag is true, summary is requried on Quote".

Please use above validation rule.

Hope this will work for you. 

Thanks,
Gaurav
This was selected as the best answer