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Quote Line form Read Only

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Posted on by handedee

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Hi,

Is there a way to make Quote Line form Read Only when Quote is in Read-Only status. I came across couple of forums which suggests disabling all the fields or making the fields read-only, but this is not what we want.

We have Customer Asset sub-grid on Quote Line form. Button "Remove" on the sub-grid is accessible to users which helps users to remove the customer asset from quote. But we want to enable this button only if the quote is in Draft status. I created a custom enable rule using Ribbon Workbench to return true if the parent form status is Draft. But I think since the sub-grid is on quote line form (and not on quote form) it is unable to get the status correctly. Hence I am looking for a workaround to see if we can make quote line form read-only

Cheers

Deeksha

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LuHao 40,892 on at

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Hi partner,

Quote Line cannot be deleted when Quote is read-only, which is be design.

So you don't need to customize the Delete button on Quote Line or sub-grid.

To lock fields on the Quote Line form, we can create a calculated field to show whether Quote is read-only, then create a business rule to lock fields based on the new field.

Insert this field on the Quote Line form.

Create a business rule.

IF

Whether Quote is read-only equals "Yes"

THEN

Lock Existing Product

Lock Unit

Lock Quote

Lock Quantity

ELSE IF

Whether Quote is read-only equals "No"

THEN

Unlock Existing Product

Unlock Unit

Unlock Quote

Unlock Quantity

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vishal bagadia_crm 490 on at

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Handedee,

You can achieve the requirement by using custom rule under Enable Rule on the ribbon button.

Create one custom Enable Rule. Under the enable rule, add custom rule to add javascript function. Add primarycontrol/PrimarycontrolId as a parameter.

Write a javascript function that will retrieve the Quote related to Quote Line Item based on ID.(You can use web api to get the Quote along with its status.. (Use CRM Rest Builder)).

Based on the status of retrieved Quote, you can return True/False from the method into custom enable rule.

Please mark the Answer as verified, if it solves your purpose.

Regards,

Vishal Bagadia

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vishal bagadia_crm 490 on at

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Hi,

Another workaround is, you can write a logic to change the status of Quote Line Item, whenever Quote status gets changed.

If Quote is in draft, Line item would be in draft. If Quote is completed/inactive, Line item will also get inactive.(If it suits your business logic).

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