Stop Lead Qualification based on Status reason

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Posted on by Tessacq

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When a lead is Open we have as Status Reasons Un-contacted and Contacted. We would like to stop a user from qualifying a lead if the status reason is un-contacted.

Could you please let me know how can I do this? I was thinking in a workflow that is triggered on status change but will that work? I am thinking that if the workflow is triggered after the status changed, the status reason will have probably changed to a new value but I need to check the value of Status Reason while it was Open. If it is triggered before the status changed, I now have the problem that I don't know if I am qualifying or disqualifying.

Could you please point me to how to achieve my requirement?

Thanks

teresa

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Kokulan 18,054 on at

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If you want at a no code/script solution, please see the following achieve what you want

Create a flag field on the entity to indicate if its un-contacted lead - a Two Options field and drop and hide that on the form.

Create a business rule to set it to true whenever the Status Reason is Un-Contacted - otherwise let it to set to False

The above setup will allow us to have a flag on lead. We can now use this flag on status change to prevent user from qualifying if its un-contacted.

You can then create a Real-Time Workflow and check if the Flag is set to YES and also the status is qualified and if these conditions met, you can display an error message and roll-back the operation.

Please see the screenshot below as to how you could set your workflow up.

And the error message would be displayed as shown below

Hope this helps

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Alex Fun Wei Jie 33,628 on at

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Hi,

you can either create a javascript and show hide the button using ribbon workbench.

[View:https://ribbonworkbench.uservoice.com/knowledgebase/articles/121427-enable-disable-a-ribbon-button-dynamically-based-o]

use plugin and register preimage to get the old value.

[View:https://www.magnifez.com/pre-image-and-post-image-in-dynamics-crm-plugins-advanced-plugin-concepts-part-1/]

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Tessacq 295 on at

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Hi

Thank you that seems to work.

Regards

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Tessacq 295 on at

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Hi

Thanks for your help. I am not very familiar with plugins or code so decided to go with the other solution.

Regards

Teresa

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