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List of values of Quote Type need to be customized

  • 5 July 2023
  • 3 replies
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Userlevel 3
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Hi,

There is a requirement which is to remove quote type  ‘sales quote’ and show only ‘project quote’ in the create new quote pop-up screen when clicked on create quote button of opportunities. Screenshot is attached for the reference.

show only the ‘project quote’

Could this be done using customization project editor?

Thank you.

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Best answer by Naveen Boga 5 July 2023, 14:50

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3 replies

Userlevel 7
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Yes @oshadarodrigo64  We can remove the Dropdown value from the Customer Project Editor - Workflow steps.

 

 

 

Hope this helps!

 

Userlevel 3
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@Naveen Boga ,

sorry for being late to reply. your solution worked. Thank you very much for your favor.

cheers.

Userlevel 7
Badge +17

@oshadarodrigo64 No problem at all. Thanks for sharing the update !!

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