I need to lock an account name field, and remove a custom button if the close date is more than 6 weeks from today and the stage is closed won.
I was thinking to use record type and page layout. I created a new record type called 'Lock' and a read only page layout. But my problem is I don't know where to go from here. Is there a workflow I need to create or a validation rule? If so, how do I go about doing this?
And also now when I create an opportunity the custom button disappears, I would say it seems that it is using the read only page layout except for the fact that the account name field remains editable (and this is set to read only in the read only page layout). Any ideas as to why this is happening?