Preventing buttons on Opportunity until user saves

Question

I have several buttons intended for quick actions to change the status of an opportunity in my CRM.

I realized this throws an issue if the user is filling out the form for the first time and hits a button. There is no record ID yet so it needs to save.

How can I create a pop up (it is a rich text field) to alert the user they need to save before changing the status? I know this is through javascript but I cant seem to find something that works online.

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Ivan Weiss
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markshnier__you · Answer

I suggest setting the form to only show those fields in view mode. Then in edit or add mode, you can display a Rich Text field with any instructions for the user, such as the Quick Uldate buttons will appear when the record is saved,

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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
markshnier2@gmail.com
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ivanweiss · Answer

Good idea mark, I'll set it to work in edit or view mode as that means the record was created at some point and replace it with text in add mode.

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Ivan Weiss
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markshnier__you · Answer

Note that if you have a button which refreshes that page and you show it in edit mode, it will be confusing to the user as it will cause a pop up.

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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
markshnier2@gmail.com
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Preventing buttons on Opportunity until user saves

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