Prevent delete of Record

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Posted on by Shahbaaz Ansari

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Hi All,

On a delete operation, i want to prevent delete of record and inactive that record.

Any help would be appraicted.

Regards,

Shahbaaz

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Kokulan 18,054 on at

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RE: Prevent delete of Record

Create a real-time workflow that triggers on Delete and in this workflow call a child background workflow to change the status to inactive.

And then call the Stop Workflow with Cancelled state with message to say record cannot be deleted and it will be deactivated.

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Shahbaaz Ansari 6,211 on at

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RE: Prevent delete of Record

Hi Kokulan,

Didn't worked.

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gdas 50,091 Moderator on at

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RE: Prevent delete of Record

Hi Shahbaaz,

Try to do using real time workflow entity delete event , if the status is inactive , stop workflow with cancelled status.. I have just tested its working for me .

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Shahbaaz Ansari 6,211 on at

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RE: Prevent delete of Record

Thanks gautam for the reply, could you provide any screenshot of such workflow?

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gdas 50,091 Moderator on at

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RE: Prevent delete of Record

I have uploaded the screenshot , please have a look.

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Shahbaaz Ansari 6,211 on at

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RE: Prevent delete of Record

along with that, it should inactivated that record

for that i have created background child workflow, but it is not deactivating the record

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Rawish Kumar 13,758 on at

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RE: Prevent delete of Record

@Kokulan - it looks like as soon as we stop the workflow with error -it rollback everything or stop the trnsaction. Hence the record will not be update to inactivate.

I have tried to make the child workflow as background to deactivate the record but it doesnt work.

@Shahbaaz. I think you need to use a simple plugin.

register your plugin pre-operation of delete

and check if status =active

{

update the status to inactive

service.Execute(new SetStateRequest

{

EntityMoniker = new EntityReference("contact", contactId),

State = new OptionSetValue(1),

Status = new OptionSetValue(-1)

});

then throw invalidpluginexecutionexception which will stop the deletion.

}

docs.microsoft.com/.../gg308277(v%3Dcrm.8)

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Shahbaaz Ansari 6,211 on at

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RE: Prevent delete of Record

Thanks rawish for the reply, from my understanding if you throw exception from plugin pre operation, it will also rollback all your change's.

Please correct me if i am wrong.

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Alex Fun Wei Jie 33,626 on at

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RE: Prevent delete of Record

Hi,

why dont you remove the delete privilege from security role and educate your user to use deactivate button.

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gdas 50,091 Moderator on at

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RE: Prevent delete of Record

Sorry , I got your point now. There is two scenario for two status (Active and Inactive )so you can create two real time workflow .

First workflow look like below -

If Status equal Active

Update case to Inactive

In that case you will get same message that inactive record can not delete.

Second workflow will be look like above which I shared , stop deletion of inactive reocords.

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