function readOnly(count){ }
Sign Up ›
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
Learn More

Browse by Topic
ShowAll Questionssorted byDate Posted
+ Start a Discussion
RAJ PADMANABHAN 8RAJ PADMANABHAN 8 

Disable "Create PDF" button on a quote

I am trying to see if there is simpler way to disable the Create PDF button on a quote without having to create a new VF page and cutom controllers.  Create PDF button should be disabled based on field value in a quote, for example say the quote is in "Accepted" status then the Create PDF should be disabled OR other option is to display error message when the button is clicked indicating that the Create PDF function is not available when the quote is in "Accepted" status.
ClaiborneClaiborne
One approach is to create different Record Types for the Quote object. Each Record Type should represent a specific stage/status for the Quote and/or Opportunity. 

Then add workflow rules to change the Record Type of the Quote when certain conditions are met.

Finally, create different page layouts for the different record type which show/hide buttons as needed.