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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Need dropdown before d...
Microsoft Dynamics CRM (Archived)

Need dropdown before deactivating a record

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Posted on by Community Member

Hi,

I have a form which has records. When i select any records to deactivate them, i click on the deactivate button. On the confirm deactivate form, i need a dropdown which needs to be selected before deactivating the record. How to add dropdown on that form. Please help.C000249.png

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  • Suggested answer
    tw0sh3ds Profile Picture
    tw0sh3ds 5,600 on at

    Hi,

    There is no supported way of adding a dropdown there. You can create a custom dialog and replace the system Deactivate button with your own, which will display your dialog.

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Hello,

    If the field is visible on the form and you only need to ensure that that field is filled in before deactivating the record, a simple way to address that requirement is to create real time workflow that runs BEFORE the Appropriation Status changes. You can write it as such:

    If Appropriation Status= Active AND Dropdown does not contain data

      Stop workflow with the Status CANCELED

    Set a descriptive error message like "You cannot deactivate this record without setting the (dropdown field) value)

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