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Microsoft Dynamics CRM (Archived)

Closing as WON Vs Closing as Lost

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Posted on by 790

dear all

i do have the following workflow that stops the user from closing the opportunity as WON if a certain condition is not met.

the problem is that the same work flow prevents the user from closing it as LOST too, so what needs to be modified to allow closing as lost while keeping the same restriction when closing it as WON.

thanks,

2018_2D00_06_2D00_14-16_5F00_04_5F00_33_2D00_Process_5F00_-_5F00_Make_5F00_sure_5F00_all_5F00_related_5F00_cases_5F00_are_5F00_resolved_5F00_before_5F00_close_5F00_Opp_5F00_as_5F00_WON-_2D00_-Mic.jpg

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  • Verified answer
    a33ik Profile Picture
    84,331 Most Valuable Professional on at

    Hello,

    At the start check for "Status" (statecode) value. And if it is not equal to "Won" just stop workflow with "Success" status.

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