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Hi,
I need to create a button similar to "close phone call" except when users click close button the record needs to be "open" not read only so that users still can modify the phone call record. I'm using ribbon workbench tool and not able to find any javascript code which will support below function, I'm not able to find this "close phone call" CommandBarAcion.js library under webresources to look at the code they have on it.I know I need to create a javascript file and upload to webresource to make this work, any Javascript experts help me on this?? greatly appreciated for all the help.
Totally understand your situation. :)
But, I would like to say that we are the technical people, we know the product better than our customers/users , therefore it is our responsibility to provide them solutions/workarounds. As per my experience, saying "No" to something with proper Reason and Workaround is always appreciated than customizing something which is not supported or of poor quality. We as technical people should have that authority.
Anyways, please also share the solution if you find something.
Cheers!!
Hemanth,
If I understand your requirement correctly: User should be able to mark the Phonecall as "Closed" but still should be able to edit the phone call?
Please note that : OOTB --> Whenever we mark a phonecall/ activity as closed/Completed/Cancelled, it will be deactivated and form will become Read Only.
Solution --> You don't need to dig deeper into the JS of Close Phonecall button. You dont need any code at all.
-->
1. Just add another value for Status Reason field . e.g. add "Close"
2. Add Status Reason field on the Phone call form. ( You will see to Statuses - Open and Close)
3. Hide the Close Phone Call /Mark Complete button on Phonecall form ( using ribbon workbench)
4. Train the users to use the Status Reason field to indicate if the Phonecall is Open or Close.
Outcome:
1. Because the Close Phonecall button is hidden, users will not be able to Close or Deactivate the phonecall - Deactivating makes the form Read Only
2. Because there is an extra Status Reason- Close, users can indicate the Phone Call as Closed/Open- This will not make the form Readonly
3. This solution requires NO CODE.
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