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Tushar Sharma
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In Account object, i have a picklist field " Account status" with values as active, blacklisted. bydefault

by default, while creation its active, I want that if the value is changed to blacklisted, It shouldntshouldn't allow to create a new opportunity in tehthe related list, and give a message that " account is blacklisted". Also, on the existing opportunity, when one entered, it shouldnt allow to edit the opp, and give teh same above message. Can

Can anyone plz suggest a good way to do this. I tried to use the process builder ( auto approval process), and approval process, while the value is changing , its locking the existing opp. But the drawback on my process is that,

  1. Its keep allowing to create a new opp, and then unlocking it, which i dont want. from beginning it shouldnt allow and give the error message.

    Its keep allowing to create a new opp, and then unlocking it, which i dont want. from beginning it shouldn't allow and give the error message.

  2. for the existing opp, its allowing to edit first time before unlocking it.

    for the existing opp, its allowing to edit first time before unlocking it.

  3. No error message i able to set anywhere.

    No error message i able to set anywhere.

    Thnx

In Account object, i have a picklist field " Account status" with values as active, blacklisted. bydefault, while creation its active, I want that if the value is changed to blacklisted, It shouldnt allow to create a new opportunity in teh related list, and give a message that " account is blacklisted". Also, on the existing opportunity, when one entered, it shouldnt allow to edit the opp, and give teh same above message. Can anyone plz suggest a good way to do this. I tried to use the process builder ( auto approval process), and approval process, while the value is changing , its locking the existing opp. But the drawback on my process is that,

  1. Its keep allowing to create a new opp, and then unlocking it, which i dont want. from beginning it shouldnt allow and give the error message.
  2. for the existing opp, its allowing to edit first time before unlocking it.
  3. No error message i able to set anywhere. Thnx

In Account object, i have a picklist field " Account status" with values as active, blacklisted.

by default, while creation its active, I want that if the value is changed to blacklisted, It shouldn't allow to create a new opportunity in the related list, and give a message that " account is blacklisted". Also, on the existing opportunity, when one entered, it shouldnt allow to edit the opp, and give teh same above message.

Can anyone plz suggest a good way to do this. I tried to use the process builder ( auto approval process), and approval process, while the value is changing , its locking the existing opp. But the drawback on my process is that,

  1. Its keep allowing to create a new opp, and then unlocking it, which i dont want. from beginning it shouldn't allow and give the error message.

  2. for the existing opp, its allowing to edit first time before unlocking it.

  3. No error message i able to set anywhere.

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sourav
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Controlling a Record creation in the related list as per a picklist value

In Account object, i have a picklist field " Account status" with values as active, blacklisted. bydefault, while creation its active, I want that if the value is changed to blacklisted, It shouldnt allow to create a new opportunity in teh related list, and give a message that " account is blacklisted". Also, on the existing opportunity, when one entered, it shouldnt allow to edit the opp, and give teh same above message. Can anyone plz suggest a good way to do this. I tried to use the process builder ( auto approval process), and approval process, while the value is changing , its locking the existing opp. But the drawback on my process is that,

  1. Its keep allowing to create a new opp, and then unlocking it, which i dont want. from beginning it shouldnt allow and give the error message.
  2. for the existing opp, its allowing to edit first time before unlocking it.
  3. No error message i able to set anywhere. Thnx