What are the options to limit which users can conv...
# general
g
What are the options to limit which users can convert an estimate to a sales order based on the if certain items are present on the estimate? Anything native, or is this a script/workflow?
z
Since you have item-based logic, this will be more complicated than merely setting a permission. A workflow is your best bet
g
That's what I was thinking, too, but don't claim to be an expert of any sorts. Thanks for the reply.