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I have created a custom button for creating a contract from an opportunity. I would like to hide this button unless the opportunity stage is equal to Closed/Won. Is that possible? How can I implement that? I have read about record types but, I do not really know how to apply it for this porpose. Thanks in advance.

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Yes, this is possible through record types and page layouts.

To make this work, you will need at least two Opportunity record types, including one record type for closed/Won opportunities.

Create a workflow rule and field update to update the record type based on when the opportunity changes to closed/won.

Next, create page layouts and use page layout assignments by record type to dictate when the button appears.

Mike Gerholdt, aka button click admin extraordinaire, has written a blog post on extending this functionality throughout the sales process here: http://buttonclickadmin.com/monday-am-admin-the-goose-and-the-gander/

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  • Hello James, thanks its working but, is there any option to force users to use always the same initial record type? I have seen that, by default, when the user tries to create a new opportunity the system prompts to select one of the record types availables. It is possible to avoid this screen and force the using of one specific record type? Thanks – Guillermo Feb 11 '14 at 15:43
  • I haven't tried this out, or it's been awhile since I have, so I'm not 100% on this, but you should be able to skip record types by setting a "Default Record Type" on the Opportunity. This would be at either the profile level or on each user record. – James Loghry Feb 11 '14 at 15:51
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Alternatively, you could just have your custom button be a Javascript button and have it check to see if criteria are met to do the creation of a contract, otherwise display an error popup.

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