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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MarkShnierYou · 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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