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How to create a workflow/plugin that will prevent case resolving if the remarks are not filled?

Posted on by 45

I want to add a condition that whenever the case is being resolved the remarks are added before resolving the case else it won't let resolve the case!

  • Suggested answer
    Hugo Herrera Profile Picture
    Hugo Herrera 60 on at
    RE: How to create a workflow/plugin that will prevent case resolving if the remarks are not filled?

    Create a real-time workflow that triggers when Status changes to Resolved.

    The workflow then checks if the Remarks field is contains data. Then a "Stop" action step with outcome of "Cancel"  prevents the save, and you can put a user message in the Stop action to say "Please enter a remark", which is popped up to the user.

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,964 Super User 2024 Season 1 on at
    RE: How to create a workflow/plugin that will prevent case resolving if the remarks are not filled?

    Hi,

    You can register plugin step on Create Message - Incident Resolution Entity - Pre-Operation

    Then in C# plugin code check if Remark field is null in Target then thrown invalidpluginexecution message.

    xrmdynamicscrm.wordpress.com/.../

    Please mark my answer verified if i were helpful

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