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Restrict Editing of Item Lines on Sales Orders Created from Estimate

edited Jun 2, 2025 2:53PM in Ask A Guru 9 comments

Hello Team,

As part of our process, we need to restrict editing of Item lines on Sales Orders created from Estimates - removing, changing, or adding new Items on Sales Orders. We tried to create this Workflow Action Script, we are not receiving any error but it is not working as expected, we are still able to change the items:

function restrictItemChanges(context) {
var salesOrder = context.newRecord;
var estimateId = salesOrder.getValue('createdfrom');

if (estimateId) {
var estimate = record.load({
type: record.Type.ESTIMATE,
id: estimateId
});

var estimateItems = estimate.getLineCount('item');
var salesOrderItems = salesOrder.getLineCount('item');

if (estimateItems !== salesOrderItems) {
throw new Error('You cannot add or remove items on this Sales Order. Items must match the Estimate.');

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