i have some custom fields in my quotes which values I dont want to be copied to a new quote while revising it. I use the standard ribbon button for revising the quotes. Any hints on how to do this?
You're facing a common requirement: preventing specific custom field values from being carried over when revising a Quote using the standard "Revise" button in Dynamics 365. Since the "Revise" button is an out-of-the-box function, direct customization is limited. However, you can achieve this using a combination of JavaScript and/or a Plugin.
Here's how you can approach this:
1. JavaScript Web Resource (Client-Side, Recommended for Simplicity):
"your_customfield1"
, "your_customfield2"
, etc., with the logical names of your custom fields.clearCustomFieldsOnRevise
function.2. Plugin (Server-Side, More Robust):
"your_customfield1"
, "your_customfield2"
, etc., with the logical names of your custom fields.CreateFromQuoteId
attribute to identify this).Recommendation:
Remember to thoroughly test your solution after implementation.
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