Disable import option on certain Stage in Opportunity

Karolina Olczak

10:31 Jul 04, 2025

Hi team

We have a detail with list of quotes in Opportunity. We allow end users to export and import data to this detail.

We want to block the option to process import once Opportunity is in Completed stage.

Can you advise on how to achieve this?

1 comments

Malika

11:06 Jul 08, 2025

Hello,

You can add a business rule to hide the import button based on the Opportunity stage.

- Condition: If the Opportunity stage equals "Completed", in my example "Proposal".
- Action: Hide the import button.

Example:
Result:

Best regards,
Malika

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