Customize close as won/close as lost buttons, JavaScript

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Posted on by T-con

I'm trying to customize the close as won close as lost buttons and I'm having no luck. I tried business rules, but unless you change status reason manual after it loads it wont work. I also tried running some JavaScript Xrm.Page.getAttribute("opportunitystatuscode").getSelectedOption(); I have it run on load and have it alert the value and it returns Null. Yet if I run it in the console after the quick create form loads it works, it returns Won.

Here is my Javascript as well as the console log.

Log-Message-_2600_-Running-the-comand-after-the-fact.PNG

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cloflyMao 25,210 on at

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Hi T-con,

As per my understanding from your description and screenshot, would you like to hide specific fields based on Status reason on the quick create form?

It seems that you could customize quick create form of opportunity close, so I assume that you had been working in online environment with wave 2 release.

If you would like to work with javascript, then create a timer to get field value and insert the web resource to Opportunity Close form under Opportunity Close entity.

function test() { setTimeout(() => { alert(Xrm.Page.getAttribute("opportunitystatuscode").getSelectedOption().text); }, 2000); }

I could get value both for Close as Won and Close an Lost from my test.

In business rule style, I created a rule for Opportunity Close samely.

(Scope: All Forms)

In Close as Lost test,

By default the Status reason equals Canceled, after I switched it to Out-Sold and set it to Canceled again,

then Description field would be hidden.

It seems that business rule wouldn't take effect for default value,

In conclusion:

always hide field -> javascript on form onload(timeout)

hide field on condition -> business rule or javascript on field onchange

Regards,

Clofly

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T-con 25 on at

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Thanks you managed to save me. I would have never guess to have JavaScript wait.

Here is the code I used just in case anyone in the future wants to copy paste.

function HideFields(){ setTimeout(() => { var WonOrLost = Xrm.Page.getAttribute("opportunitystatuscode").getSelectedOption().text; //alert(WonOrLost); if(WonOrLost == "Won"){ //alert("you picked Won"); Xrm.Page.getControl("ss_lostreason").setVisible(false); } else if (WonOrLost == "Lost"){ //alert("you picked Lost"); Xrm.Page.getControl("ss_stsnumber").setVisible(false); } }, 200); //alert(WonOrLost); }

I have one more question. I made an custom "STS number" field on my opportunity close form/entity. Now, how do I get the information from that to the opportunity entity?

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