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Hi,
I have a new field in my opportunities entity, and i need evaluete if this new field have a value when i close the opportunity (Won or Lost) and if this field don't have value don0t let me close the opportunitie.
Anyone can tell me how i can execute my customized function in this specific action?!
Thanks!
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Hi Andrii,
Thanks alot for this topic, i go to deploy this solution.
How you identify when the action is to close as Won or close as Lost???
I'm need to create two JS functions? what is you recomendation?!!!
Hi Himbap,
Thanks for you reply, that is my first idea but is not a best idea because the performance of the system, for that i want to deploy a javascript solution.
Thanks.
Another possible option could be to use a real time workflow which will run on status change and you can check if that field is missing some value cancel workflow with error message ??
Hope it will help.
Thanks
Hello,
I implemented this scenario for my customer this week so I can share with my results:
1. You will have to customize commands of standard buttons - ribbonworkbench.uservoice.com/.../81981-2-customising-standard-ribbons
2. Let's take Win button as an example. Create JS webresource that will contain following code:
function winOverride() {
if (true){//add your validation logic here
Xrm.Utility.alertDialog("Opportunity can't be closed as won because....", function(){});
return;
}
Mscrm.OpportunityCommandActions.opportunityClose(true);
}
3. Replace reference of function that is used in Win button command with reference to function provided in previous point.
4. Save and publish your ribbon.
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André Arnaud de Cal...
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Martin Dráb
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nmaenpaa
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