Our users have an amount of swag products they can request a year, currently they are creating an opportunity and adding the swag products to the opportunity to generate the request. Is there any way that I can place a limit on the product per user of the quantity they can place in opportunities per year?
Thank you in advance for your help.
3 answers
You can certainly do this, but it would require a combination of custom objects and/or apex.
You'd need a junction object between product and user - this would just store their max qualtity or $ value per user In addition to a running total of quantity/$ already used. Then, you need a trigger on Opportunity to updatethe running totals for each opportunity.
Finally, you need a validation within the trigger to count the current opp with the running total and compare with their limit.
You might also want a VisualForce page to manage quotas, as that could be pretty data-intensive, as the number of records in the junction is products * users. Or you could use data loader to manage it.
