I am looking to create a field on the Company Entity that when you attempt to create an Opportunity for that Company it will not Save if this Company field equals a particular value... Seems simple enough but I have failed at all attempts
you can use the validate event on the opportunity summary screen to define the validation
I appreciate your response. I am fairly new to Sage CRM administration and development. Would you be able to provide an example... I think I know where you are going with this, but we are going live 1/1/2018 and there is so much more that needs my attention having an example would cut down on my trail and error time. Thank you either way!
In the example below I have added a field to the company called "comp_myfield". This is a selection list and may be null or may contain a value such as 'Orange' or 'Banana'.
If the comp_myfield value is 'Banana' I don't want to allow Opportunities to be saved against the company.
To do this I can go to the OpportunityDetailBox screen in the
Admininstration > Customisation > Opportunity area.
I can add the following Validate script to the field oppo_description or another of the other fields.
The script will look like this
var myfield = CRM.GetContextInfo("company","comp_myfield")
if (myfield == "Banana")
Valid = false;
ErrorStr = "You may not save opportunities against a company with the status 'Banana'".
Thank you Mr. Richards
was the piece that would have been the piece that took me a bit to figure out... Thanks again bud.
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