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Microsoft Dynamics CRM (Archived)

Make Contract Editable

Posted on by 15

Hi ,

I want to make contract editable(For D 365 CRM-online) using plugin or workflow or javascript. ie . how can i change status of contract from invoice or active to draft. please help me the same.

Thanks

Mani.

*This post is locked for comments

  • Dynamics365 Rocker Profile Picture
    Dynamics365 Rocker 7,755 on at
    RE: Make Contract Editable

    You have to remove these errors.

  • Mani_ratname Profile Picture
    Mani_ratname 15 on at
    RE: Make Contract Editable

    Hi Everyone,

    Please suggest me solution for my above requirement(change status of contract from active or invoice to draft) using plugin or workflow or javascript.

    thanks,

    mani

  • Mani_ratname Profile Picture
    Mani_ratname 15 on at
    RE: Make Contract Editable

    Hi D365Rocker,

    Even its not build, i can't make it(error) as list.

    the code(from the suggested link) I am using, Please check and guide me:

    please check it ,if You are using D365 crm(online), or suggest me other way if it is easy with plugin.

    Thanks,

    Mani

  • Dynamics365 Rocker Profile Picture
    Dynamics365 Rocker 7,755 on at
    RE: Make Contract Editable

    What error you got in Plugin?

  • Mani_ratname Profile Picture
    Mani_ratname 15 on at
    RE: Make Contract Editable

    Hi D365Rocker,

    Thank you for the reply,

    I tried the above link for custom workflow. the plugin code is showing alot of error and I am not able to find it. Are you sure it will work for dynamics 365 crm(Online). If it is: Please guide me step by step for Plugin code error especially. your help will be appreciable.Plse...

    Thanks,

    Mani

  • Suggested answer
    Dynamics365 Rocker Profile Picture
    Dynamics365 Rocker 7,755 on at
    RE: Make Contract Editable

    You can not update it from OOB workflow. You can do it by creating custom workflow activity.

    Below is a forum discussion link:

    community.dynamics.com/.../300777

  • Mani_ratname Profile Picture
    Mani_ratname 15 on at
    RE: Make Contract Editable

    Hi Kalpavruksh,

    I tried with workflow. its showing error.

    the error is:

    The target state is invalid.  The target state may not exist or the system does not allow changing to the target state from the current state.  Please check the documentation on this state change request.

     please guide me or share a few steps.

    thanks

    mani

  • Suggested answer
    Kalpavruksh D365 CoE Profile Picture
    Kalpavruksh D365 CoE 2,545 on at
    RE: Make Contract Editable

    Hi,

    Whenever Contract needs to be used anywhere, it needs to be active and active Contracts are non-editable. If you want to make the status of the Contract Draft, you can use workflows or plugins as per your requirement. The sample workflow will be as follows:
    MicrosoftTeams_2D00_image-_2800_10_2900_.png
    Please let us know the functional requirement so that we will be able to share a few more tips.
    If found useful, please mark this answer as verified.

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