How can we make the Quoted Line Items and all of the associated buttons, dropdowns, etc on a Quote be disabled when a Quote has a Quote Stage of Closed Won?
Hi Jeff Bickart
It is not an easy task to accomplish, even "possible" because there are several components to extend and care about future releases.
Instead I would suggest you to fully hide the GRID on that scenario and display regular subpanels.
Hi Jeff Bickart,
Adding to Andre suggestion, just wondering if we can override a button field and check the logic there. I haven't done this but will try and update here if that works.
It is possible to override a button and modify its action accordingly. The big deal is the number of components to be overridden, which may drive to a frankstein style solution.
@Lauren Schaefer -
We need SugarCRM Development to provide us a solution to this Use Case. Can you get development involved?
There is an ellegant, upgrade safe and packageScan safe workaround for this request:
Toggle visibility of grid and quoted line items subpanels depending on current Quote attributes.
We had done that without big deal for 2 customers of us.
On our side, when we need this type of request it is usually for all place in the app by consequence we manage that with a customAcl which set a bean not editable depending of the status of the RLI
That work, pretty much, but do not avoid moving either items or groups.
Unfortunately, the only way to pull that off is overriding a few of the views. The ones you'll probably want to look at are:
The first two have references to the + buttons in the interface (one uses the button type, the other uses rowactions). There are a couple ways to go about it, so I'm not entirely sure what would be the best for your use case (and not impact other functionality you want to preserve)
The bottom two are references to everything in the left column. You should be able to just extend those and change the rendering code to add readonly on your condition.
I've not gone through and actually tried this, but that's where I would start.
Thanks for looking into this, John Barlow!
Retrieving data ...