6 réponses
Forum Ambassador Manoj Nambirajan (Dell Technologies)
@Michael Reichel Your usecase is pretty unique. Because, considering sales process.. Quote Object has been designed in such a way that, one would start creating quotes from Opportunity related List; since Opportunity data drives quote creation (which is the next step).
In your case... you are asking for New quote button to appear in List View. Its a different usecase and i am curious to know the drive behind this.
Lastly, an approach we can consider is..
1. You can create a Vf page which exposes the New Quote standard Button.
2. Then under set up || Object manager || Quotes || Under Buttons and Links.. click edit next to List and View. Override with VF page.
BUT.. be sure if you really want to go this route considering the sales process.