I did "add existing" functionality next to the create new for Child Case sub grid using ribbon work bench in CRM 2013.
Now, I need to Create the ability to add all new and existing cases (active and inactive). As it is an O.O.B feature and adding close cases to parent case is not getting possible(I know Closed cases are read only).
Is there any possibility that I can add closed cases in add existing??
i.e., custom solution or a custom button adding a .net plugin to it.
Thanks in advance.
I've encountered a similar limitation with appointments that were completed, where I needed to add some values to a custom field on a completed appointment.
I was able to do this by creating an on demand workflow that does the following:
1) "re-activate" the completed appointment
2) add the appropriate value to the lookup field
3) save the appointment
4) re-complete the appointment so its back in the state it was in before I started but with the updated data.
If you wanted to use a button and custom workflow activity to pass a parameter or value you could add that to what I described above to enable a certain level of per-record data customization.
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