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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How to close Activitie...
Microsoft Dynamics CRM (Archived)

How to close Activities as Cancelled in one click?

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Posted on by Karuna Karan 1,210

I have this requirement, where when a User closes a Task as 'Close Task' it should simply close the Task as cancelled. Not throwing a dialog asking how I should close this Task activity "Completed or Cancelled".

Is there a code less solution for this ?

Would appreciate your help

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  • Suggested answer
    a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at
    RE: How to close Activities as Cancelled in one click?

    There is a way of customizing OOB command - ribbonworkbench.uservoice.com/.../81981-2-customising-standard-ribbons

    Option 1 - I don't think there is an easy way to accomplish that.

    Option 2 - definitely possible using call of realtime workflow or crm endpoint.

  • Karuna Karan Profile Picture
    Karuna Karan 1,210 on at
    RE: How to close Activities as Cancelled in one click?

    Ok lets say I go with Ribbon Workbench. Is there a way to modify the OOB button action? rather than I creating a custom button, do you know how to configure RWB which will set the state = cancelled?

    Option 1: Click cancel, the OOB dialog appears and default option is 'cancelled' not 'completed' and User just presses 'close'

    Option 2: Click cancel button, activity is cancelled directly

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at
    RE: How to close Activities as Cancelled in one click?

    I'm afraid there is no no-coding solution. This way or that way you will have to open some tool either RibbonWorkbech or Visual Studio.

  • Karuna Karan Profile Picture
    Karuna Karan 1,210 on at
    RE: How to close Activities as Cancelled in one click?

    Andrii, I like the idea and to do that, I need to use Ribbon Workbench, remove the OOB Cancel button and put a custom button which will call a On-demand WF to set the status as cancelled.

    But I'm looking for more simple action, like one click, no pop up dialog.

    The User will go into the Task form review the data and then click a button, thats it.

    Any other ideas??

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at
    RE: How to close Activities as Cancelled in one click?

    Hello,

    Have you considered Real-Time workflow?

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