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Locking ability to create quote until required approvals met?

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Posted on by TonyaStephenson

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Is there a way to hide the quote tab on the Opportunity form until certain criteria / stage in the business process is met? I've tried using hidetab jscript, but I'm failing. Could be because I have absolutely no idea what I'm doing. I mean, that's really the crux of it.

Idea being - salesperson creates an opportunity. I don't want them to be able to create a quote until they've gotten the required approval sign-offs. We're able to keep them from progressing in the business process flow, but that doesn't keep them from being able to actually create a quote.

Any suggestions? I mean, the easiest would be just to tell the sales people "hey, don't do that" but we know how well that works.

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a33ik 84,331 Most Valuable Professional on at

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Hello,

I would recommend to use Real-Time Workflows to block creation of quote. Here is how you can do that:

1. Create a RealTime Workflow that will handle create of quote.

2. Check if quote has parent opportunity and validate if required approvals were signed-off. If conditions are not met - stop the workflow with Error - that will stop the creation of quote.

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JayBuddhdevtest 275 on at

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Hi,

You can create a flow and can leverage the Approval feature. Following are the steps that you would need to take.

1. Goto make.powerapps.com -> Flows.

2. Click on New -> Automated from blank.

3. Select the trigger of When a record is created (cds). Select opportunity as an entity.

4. Add a new step for approvals. Add appropriate details that you want to send the approval to.

5. Save and test the flow.

For more details on approval, you can read this blog: www.powerobjects.com/.../

I hope this helps. Please let me know if you have any questions/concerns.

Thanks

Jay

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LuHao 40,892 on at

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Hi Tonya,

I agree with Andrew.

For real-time workflow, you can refer to this blog: http://crmkrm.blogspot.com/2018/03/microsoft-dynamics-365-workflows-real_19.html

You could new a two option field on the opportunity to indicate whether this opportunity is approved, and then use it in the workflow condition.

Of course, this two option field is also automatically updated through flow (Jay's solution).

New a real-time workflow of Quote.

Select Scope to Organization.

Add a step "Check Condition", Opportunity(Opportunity), the two option field, Equals, No.

Then add a step "Stop workflow", select Canceled. Set Properties, enter the message that users will see when they create quote.

Activate the workflow.

In this way, when the opportunity is not approved and the user create a quote for it, he will see an error message.

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Bipin D365 28,983 Moderator on at

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Hi,

Could you please share the JS code you used to hide quote tab on opportunity to investigate the issue.

I have added new custom field new_approved on opportunity entity which is two option field and added below code to show/hide quote tabs.

function HideQuoteTab(executionContext) {

alert("Triggered");

var _formContext=executionContext.getFormContext();

if(_formContext.getAttribute("new_approved").getValue() == false) {

alert("Value is NO")

_formContext.ui.tabs.get("QUOTES").setVisible(false);

}

else if(_formContext.getAttribute("new_approved").getValue() == true){

alert("Value is yes");

_formContext.ui.tabs.get("QUOTES").setVisible(true);

}

}

and it seems to be working fine. make sure you add this function on onload and onchange event.

If found helpful, Please mark my answer verified.

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LuHao 40,892 on at

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Hi partner,

Has the problem been solved? Any updates?

Please click Yes under "Did this answer your question?" to close this thread.

Thanks. : )

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DanOsgood 55 on at

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In step 3 you state to select Opportunity as the entity. Shouldn't this be Quote as that is what needs to be approved?

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