web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Customer Service forum

Case Management - Restrict Case Closure

(0) ShareShare
ReportReport
Posted on by

Is it possible to restrict users from closing an open Case (I intend on creating a Open Status Reason titled 'Pending Closure') if there are records associated to that Case are in an active state?

I'd like to avoid using a plugin/code to achieve this.

Categories:
I have the same question (0)
  • Verified answer
    Chris H @ ISC Profile Picture
    2 on at

    Probably not without 'some' code, no.  I could be wrong, but I'm not aware of anything like this.

    If you were going to do it with code, you could intercept the onSave event, check for a status change, then do some queries of the related entities to check the count of 'active' related records.  If any of them are > 0, interrupt the save and display an alert to the user to let them know.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Coming on 11/8!

In our never-ending quest to help the Dynamics 365 Community members get answers faster …

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard > Customer Service

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans