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
netTrekker_ADnetTrekker_AD 

Is there a way to write a VR to restrict Quotes from being created unless Opportunity is Approved?

I have created an Approval Status field on the Opportunity but cannot figure out if there is anyway to prevent a quote from being saved if the Opportunity is not approved.

 

Can anyone suggest a way to do this without a trigger?

Best Answer chosen by Admin (Salesforce Developers) 
Pradeep_NavatarPradeep_Navatar

Try creating a validation rule at Quote level :

 

TEXT(Opportunity.ApprovalStatus__c) = 'Not Approved'

 

It will through an error and not allow to save the quote, if approval status is 'Not Approved'. Similarly a validation rule can be created at the Quote line item level.

 

Did this answer your question? if so, please mark it solved.

 

All Answers

Pradeep_NavatarPradeep_Navatar

Try creating a validation rule at Quote level :

 

TEXT(Opportunity.ApprovalStatus__c) = 'Not Approved'

 

It will through an error and not allow to save the quote, if approval status is 'Not Approved'. Similarly a validation rule can be created at the Quote line item level.

 

Did this answer your question? if so, please mark it solved.

 

This was selected as the best answer
netTrekker_ADnetTrekker_AD

I actually resolved this before your reply but thank you. Your suggestion of a quote VR was what I used and its working.


Thanks!