custom "create order dialog" in quote

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Posted on by gloamingon

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Hi Folks,

Is there any way to custom "create order dialog" within quote form? I need to set default value the radio button to "don't update opportunity" instead of "close opportunity".

I attached the dialog screenshot on below.

thank you in advance

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RaviKashyap 55,410 Moderator on at

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Hi,

There is no out of box way supported to change this dialog box but you can relace this with your custom functionality i.e. create you own custom button which loads your custom html web resource with required data. This will require a lot of effort so do assess this before implementing and see if it worth to change this or just hide the button completely and let the users create order from either a subgrid or navigation.

Hope this helps.

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