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?
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zach
02/06/2020, 6:46 PM
Since you have item-based logic, this will be more complicated than merely setting a permission. A workflow is your best bet
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Gregory Jones
02/06/2020, 6:51 PM
That's what I was thinking, too, but don't claim to be an expert of any sorts. Thanks for the reply.