My need is to automatically modifiy the status of a quote to Active when i create it from an opportunity , i tried to do this :
- Create a Real-Time Workflow on Quote that starts when totalamount fields changes
- Add a new step to the workflow that changes record status to Active/In Progress
- Create a new opportunity with one product
- Add a new quote record from the quote sub grid in the opportunity
- Result : CRM opens the quote with the correct Status : Active
- Problem : The opportunity form shows Read Only Status, but in reality it’s not, if we refresh the opportunity form this Status disappears , i do not unterstand why the opportunity shows this status