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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Hide Close as won on o...
Microsoft Dynamics CRM (Archived)

Hide Close as won on opportunity record when there is no record in the Quote subgrid

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Posted on by on-premise 267

Hide Close as won on opportunity record when there is no record in the Quote subgrid. when the user added atleast 1 quote in the subgrid then the ribbon button should be visible. how can we do it?

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  • Mahadeo Matre Profile Picture
    Mahadeo Matre 17,021 on at

    Hi..

    Yes, you can do it. you need to customize Close as Won button.

    You need to add enable rule to this button, and call JavaScript on enable rule which will get count of quotes associated with opportunity.

    Based on quote numbers you can able to show or hide buttons.

    mahadeomatre.blogspot.com/.../refresh-form-ribbon-to-show-hide-button.html

  • Suggested answer
    Adrian Begovich Profile Picture
    Adrian Begovich 1,027 Moderator on at

    Hi Varma,

    You can achieve this by customising the Close as Won button with the Ribbon Workbench for Dynamics 365 & Dynamics CRM.

  • Suggested answer
    Pawar Pravin Profile Picture
    Pawar Pravin 5,237 on at

    Hi ,

    You can achieve this functionality using enable rule on command of "Close as won".  First of all you need to use retrieveMultiple method to retrieve quote and if found you can return false.

    //Enable rule JS

    HideButton = function() {

    var count = retrieveFunction(); // Use service code to retrieve quotes

       if (count > 0) return true;

       else return false;

    }

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