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Microsoft Dynamics CRM (Archived)

Need to trigger recalculate button before contract status goes from draft to invoiced!

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Posted on by Microsoft Employee

Hello,

I need the button below to trigger before a contract changes from Draft > Invoiced > Active. How do I do that? Javascript? Workflow? Plugin? Please advise!!

recalculate.JPG

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Need to trigger recalculate button before contract status goes from draft to invoiced!

    How can I do so using Client-side?

    I hate writing plugins if I don't need to!

  • Suggested answer
    Kevin Grech Profile Picture
    Kevin Grech 380 on at
    RE: Need to trigger recalculate button before contract status goes from draft to invoiced!

    Hi Alan, you can do it in all 3 but for your requirement i suggest a pre-operation synchronous plugin. You can use this request: https://msdn.microsoft.com/en-us/library/microsoft.crm.sdk.messages.calculaterollupfieldrequest.aspx . From what I've read, it must be called for each field that needs to be calculated. The result is given in the response.

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