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Customer experience | Sales, Customer Insights,...
Answered

Edit popup for create Order from quote

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Posted on by 5

Hi,

I was searching everywhere, and couldn't find the way how can I edit the dialog which pops-up on the order from quote creation. Any ideas where can I find them?

Thanks

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  • Verified answer
    necsa Profile Picture
    3,455 on at
    RE: Edit popup for create Order from quote

    Hi,

    Take as a reference and try to modify following links:

    butenko.pro/.../

  • Suggested answer
    PhuocLV Profile Picture
    347 on at
    RE: Edit popup for create Order from quote

    yes you can by create a new custom dialog with http://crmdialog.phuocle.net

  • Suggested answer
    Johao Larios Profile Picture
    1,795 on at
    RE: Edit popup for create Order from quote

    Hello there,

    As mentioned in another response, there is no way to edit that dialog. You could create a new one. Hide the OOB button, this is important because we don't recommend modify OOB buttons, and then create a new button to call this dialog.

    Open a dialog: docs.microsoft.com/.../open-forms-views-dialogs-reports-url

  • Rdobryanskyy1 Profile Picture
    5 on at
    RE: Edit popup for create Order from quote

    I will try. thanks

  • Suggested answer
    Vijay Tailor Profile Picture
    431 on at
    RE: Edit popup for create Order from quote

    Hi Ros,

    As per my understanding, I don't think so is there any option to edit this Popup.

    But you can create a new dialog that does the same thing as the form then you can add any fields you want. After that, you hide the built-in ribbon button and create another one button to do the same thing.

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