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STOP SAVE ON QUOTE

Norm Bonenfant

I have a yes/no checkbox field on the Company record. On the Quote record, I would like to prevent the quote from being saved unless a specific field is properly completed when the associated Company has this checkbox marked as Yes.

Is there a way to implement a stop action or validation rule in SugarCRM that would enforce this behavior?

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  • 0

    It is possible to accomplish under studio configuration:

    1. Create on Quotes the same yes/no field previously configured on Accounts and make its calculated just like that: related($billing_accounts,"custom_yes_no_c")
    2. Configure a sugarLogic formula for required field on the target field (field is properly completed) which evaluates whether the yes/no on Quotes is selected or not
    André Lopes
    Lampada Global
    Skype: andre.lampada
  • 0 in reply to André Lopes

    Thank you for your response. I think in your solution it would auto populate the field in the quote, right? The trouble is that I need to ensure that it is manually done but the quote creator to ensure that they follow the proper next steps for a yes field. 

    So, for example, If it YES, the quote creator must select the "custom" selection on the quote and add for design. If the "custom" field is entered automatically, I can not guarantee that they will see it of follow the steps. 

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  • 0 in reply to André Lopes

    Thank you for your response. I think in your solution it would auto populate the field in the quote, right? The trouble is that I need to ensure that it is manually done but the quote creator to ensure that they follow the proper next steps for a yes field. 

    So, for example, If it YES, the quote creator must select the "custom" selection on the quote and add for design. If the "custom" field is entered automatically, I can not guarantee that they will see it of follow the steps. 

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