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Samrendra SinghSamrendra Singh 

Lock down term on Quote Line Editor, using new field in Product Management Tool to identify parts which term should not be updated

Hello Everyone,

I am new to Salesforce. I really need your help please.

How to achieve below mentioned Part-2 requirement without writing any code. Will that be a validation rule or Product Rule? Please help me with the right approach.

I have an requirement to lock down term on QLE(Quote Line Editor), using new field in product management tool to identify parts which term should not be updated

Scenario is:
Part-1 : Create a new part level attribute in Product Management Tool and integrate with Salesforce(This part is completed)
Field Name :Term Editable
Type:Checkbox

Part-2:
Validation: 
  • If checked then the Recurring Term field on the QLE(Quote Line Editor) can be updated by the user
  • If not checked then the Recurring Term field can not be edited on the QLE in Salesforce
  •            If a user updates the Term on a Part which has the Term Editable field un-checked and presses Calculate, Quick Save, or Save,
  • Then display "Term is not editable for this part"
  • Reset the term to the part level default 
I really appreacite your help.

Many thanks
Samrendra
ANUTEJANUTEJ (Salesforce Developers) 
Hi Samrendra,

I found two links that seem to have similar implementation that you can try out once:

https://trailblazers.salesforce.com/answers?id=90630000000guiZAAQ

https://salesforce.stackexchange.com/questions/53752/how-to-make-a-field-editable-only-if-a-checkbox-is-checked

I hope this helps and in case if this comes in handy can you please choose this as the best answer so that it can be useful for others in the future.

Regards,
Anutej