Forum Discussion

IvanWeiss's avatar
IvanWeiss
Qrew Captain
6 years ago

Preventing buttons on Opportunity until user saves

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
Forms
Formulas and functions
MarkShnier__You's avatar
MarkShnier__You
Icon for Qrew Legend rankQrew Legend
6 years ago
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's avatar
IvanWeiss
Qrew Captain
6 years ago
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's avatar
    MarkShnier__You
    Icon for Qrew Legend rankQrew Legend
    6 years ago
    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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