I need to create a restriction in the Opportunities module where no one is allowed to create a new opportunity for a client unless it has been 6 months or more since the last opportunity’s close date.
I’ve looked everywhere for the past 2 weeks but can seem to find and answer and I’m going nuts trying to figure this out by myself. Do I actually have to code or is this something that needs to be done using Workflow module?
Hi,
welcome to the suite-community!
I don’t believe it is doable with workflows, at least I can’t come up with an idea how to do it.
What comes to mind is something like a before_save-hook, that does something like
SugarApplication::appendErrorMessage('there is already an active opportunity for this client!');
SugarApplication::redirect("index.php?module=someModule&action=someAction");
you could additionally hide the “create” button as well, e.g. using JS:
$("#accounts_opportunities_create_button").hide();