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

Notifications

Announcements

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

News and Announcements

Season of Giving Solutions is Here!

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