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Hello All,
I'm currently working with the latest version of CRM Portals online, I want to notify staff when a case has been re-opened from the portal and the only way I can think to do it so far is to recreate the 'reopen case' button as a workflow which itself can then trigger off any further actions I require. So far I've got the workflow running and the button set up and it works fine.
However, I can't figure out how to limit visibility of the button so that it only displays when the current case is closed (Basically duplicating the default 'Reopen case' button visibility).
I'd appreciate either advice on achieving this or alternatively a method to run a workflow when the default 'Reopen case' button is clicked.
Thank you,
Shaun
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Yep, came across the same post I suspect you got this from. It appears to work perfectly on the form as well as on the list.
Thank you for your help Matt.
Hey Shaun,
Although not really document, there is a way for you to filter out the button (potentially). I've had some success with it but more-so on Entity Lists rather than an Entity Form.
Under the Action Button configuration area, you should see an Advanced Settings checkbox. Checking this box will then allow you to add more options/functionality to your button(s). One of the options will be filter criteria. Although this box looks like it isn't editable, you should be able to click in there and start typing (try clicking the "1"). You will be able to input a fetch into this box and it should be applied to the button.
Your fetch may look like something below:
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<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false">
<entity name="incident">
<attribute name="title" />
<attribute name="incidentid" />
<filter type="and">
<condition attribute="statecode" operator="ne" value="0" />
</filter>
</entity>
</fetch>
Essentially that will only apply the button to Cases that do not have a statecode of 0 (are not active).
Hopefully this answers your question!
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