Custom the action of renewing contract

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Hi All,

I am trying to overwrite the system action of renewing a contract
The system action when pressing on "renew contract" button ,is taking

copy from the expired contract
create new contract with status "Draft"
pasting the data from expired contract to new drafted contract

This action is disastrous for me because I have a lot of custom entities and records which associated with the expired contract ,and I also want to link them with the new renewed contract
So what I want when pressing on "renew contract" button , is to change the status of the original contract from "Expired" to "Draft"
I tried to make a workflow which run on demand ,But it gives me error when run this workflow

Advise Please,Thanks In advance

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Radu Chiribelea 6,667 on at

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Hi Martina,

You can try following:

1. Hide the existing Renew button

2. Create a new button that looks the same as the existing one and when it's pushed, invoke a CRM Action. via JavaScript

3. When the action is invoked, have a plug-in triggered that does the logic you need

Here is an example, which I hope might get you started: www.wipfli.com/.../160810-calling-custom-actions-from-javascript

Hope this helps,

Radu

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Dynamics365 Rocker 7,755 on at

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What error are you getting? please share screen shot.

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RaviKashyap 55,410 Moderator on at

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Hi Martina,

You can create a copy of the existing record. There are several paid and free custom colution which you can use-

community.dynamics.com/.../246130

github.com/.../Clone%20Record.md

Hope this helps.

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