Disable product line items in opportunity after a specific field value is set

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Posted on by z.sam

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Hi there everyone,

Does anyone know how can I disable the opportunity products Grid on opportunity after a value of a field is set to something.

can I do it with business rules or a plug-in has to be written.

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David Jennaway 14,065 on at

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The only way to enforce this would be a plugin on the opportunityproduct entity, which would check the field and throw an exception if a user tries to create or update an opportunityproduct.

The only other option I can think of would be to convert the opportunity to a quote, and change the quote status, but that might interfere with other processes

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Community Member on at

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HI A.Sam,

Write the javascript, on the particular field value set you can disable the Tab/Section.

Regards,

Krishna Shahapur

Dynamics 365 Developer

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Community Member on at

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The easiest way to achieve this is to create a real time workflow checking opp. product opportunity lookup value.

When the opportunity.xxx field = xxx, cancel the workflow, then the error will be shown to the users (to prevent user creating any opp. product and associate to the opportunity)

JS is not the full proof option as user might still be create opp. product via quick view, advanced find or any other options.

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Nithya Gopinath 17,078 on at

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Hi,

You could write the following javascript code to achieve this functionality.

function DisableSubgridsOnFieldValueSet() { //Get the field value var value = Xrm.Page.getAttribute("fieldName").getValue(); //Get the subgrid control var subGrid = Xrm.Page.ui.controls.get("SubGridName"); // If subgrid is not loaded yet, then call same function after some time. if (subGrid == null) { setTimeout(DisableSubgridsOnFieldValueSet, 1000); return; } if (value != null) { debugger; subGrid.setDisabled(true); } }

Hope this helps.

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BadrinathB 970 on at

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This may help.

crmbusiness.wordpress.com/.../crm-2013-disabling-a-subgrid

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z.sam 299 on at

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JavaScript is not recommended,

Workflow didn't work for me,

So can anyone tell me how can I make it read-only after the value of a field is set to XXX.

or ,

how can I remove the '+' from the grid so that no records are added, and also be able to make the list of records in the grid not editable?

Rather doing it with a plugin?!

Regards

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