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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Update custom field ba...
Microsoft Dynamics CRM (Archived)

Update custom field based on status change for Quote

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Posted on by Sai Ankith MCP 45

I need to update "activateQuote " field to Yes(True) if the Quote is "Active" or "Won". Can anyone tell me whats wrong with this ?

var activateQuote = Xrm.Page.getAttribute("new_activatequote").getValue();

var quoteStatus = Xrm.Page.getAttribute("statecode").getText();
if ((quoteStatus == "Won") || (quoteStatus == "Active")) {
Xrm.Page.getAttribute(activateQuote).setValue(true);
}

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  • Suggested answer
    Aric Levin - MVP Profile Picture
    Aric Levin - MVP 30,190 Moderator on at

    You issue is with the setValue line:

    Should be:

    Xrm.Page.getAttribute("new_activatequote").setValue(true);

    You can also do:

    var activateQuote = Xrm.Page.getAttribute("new_activatequote");

    var quoteStatus = Xrm.Page.getAttribute("statecode").getText();

    if ((quoteStatus == "Won") || (quoteStatus == "Active"))

    {

      activateQuote.setValue(true);

    }

    Hope this helps.

  • Sai Ankith MCP Profile Picture
    Sai Ankith MCP 45 on at

    Ahhhh.... I tried that but still does not work. Is it because once the Quote is turned "Active" or "Won" all the fields are read-only?

  • Verified answer
    Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,628 on at

    Hi,

    if the quote is won or closed or active, the field will become read only, perhaps you can go for workflow / plugin in this case. Please consider the trigger point and the proper checking conditions, because it might fall into infinite loops if does not handle well enough.

    https://edwardsdna.com/2009/09/01/updating-a-crm-record-when-the-record-is-in-a-read-only-state-such-as-closed-or-completed/

  • Sai Ankith MCP Profile Picture
    Sai Ankith MCP 45 on at

    Awesome ! The workflow worked(Used Real-time).. You are Awesome Fun Wei Hie..

  • Sai Ankith MCP Profile Picture
    Sai Ankith MCP 45 on at

    Thanks for reviewing my code Aric.

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