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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Prevent re-Activate
Microsoft Dynamics CRM (Archived)

Prevent re-Activate

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Posted on by Bruce Jones 95

Once a record has been Deactivated how do I prevent Users from re-Activating the record?

 

I have a custom PO entity that once a PO is Posted (Inactive) I need to prevent them from opening it back up.

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  • Suggested answer
    Hosk Profile Picture
    Hosk on at

    Could you create a plugin on status change and if they are tying to change the status to active then stop them

    or

    disable the activate ribbon button

  • Community Member Profile Picture
    Community Member on at

    Using CRM 2013 SP1 (which includes Online), you can configure Status Transitions on Cases or custom entities. Basically, for a given status reason you define which other status reasons it can be moved to. I have not tried to do a circular reference here so that inactive cannot move to anything except inactive, but it is worth a try.

    This should remove any disallowed status reasons / statuses from the user interface., and will certainly prevent users changing the status reason in a non-allowed way. You might have to explicitly hide "Reactivate" from the command bar by using RibbonWorkbench.

    If you can't do a circular entry for this, add a status reason Inactive2, and only allow Inactive > Inactive2 and vice versa. If status reason changes to Inactive2, you could run a workflow to put it back to Inactive to keep things all the same for reporting.

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