So, I struggled some time in trying to make something just work as it was supposed to work. And for no conscious reason, I was able to figure out why.
As to why my Quote wouldn’t save and auto generate the usual Quote ID? It kept asking me to enter it!
OOB, Quote ID is locked and is auto-generated when you save the record.
Instead, I got this
And asks me to enter Quote in the field again.
Ideally, if you have a required field locked, you can save it and the form won’t force you.
But, nothing would work.
After much hassle, I finally noticed the culprit lying in plain sight. Let’s look at why this was happening.
This happened because the same field was on the Business Process Flow and was unlocked
That was the issue. As a part of the requirement, I had put it there, but either didn’t lock it or shouldn’t be there.
I just removed it since it wasn’t a big deal and things were fine now.
Hope this helps you! 🙂