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ckryzan Cross-validating line items in quotes
I am attempting to validate the contents of a quote -- at the line item level -- to ensure that the sales manager has ordered a supported configuration.
For example, if quantity M of Line Item A is in the quote, then quantity N of Line Item B needs to be in the quote, added either manually or automatically (ideally). I imagine the most effective way would be some sort of workflow rule that had access to the list of line items in the quote, because this would have to be done after all of the dependent line items have been entered. Invoking with a "Validate" button would be fine. However, I have not found any method of support for accessing multiple quote line items in a formula or validation object. Is there some way to do this?