Having trouble intercepting the Ribbon Button functionality (Activate Quote)

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Posted on by NKaur

Hello,

I'm trying to intercept the Activate Quote button functionality to make sure some fields are filled in before the Quote is activated. I have tried the following ways with Javascript:

Calling the activateQuote() function in a custom javascript library function and adding that custom function to Activate Quote button in the Ribbon through XRMToolBox - Gives an error that activateQuote() is undefined.
Mscrm.Form.quote.ActivateQuote.ActivateQuote() function in the custom JS library - Nothing happens

Can someone please tell me if I am missing something? Is a reference or something needed that I am not adding?

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RaviKashyap 55,410 on at

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RE: Having trouble intercepting the Ribbon Button functionality (Activate Quote)

Hi,

Another way to implement this functionality is to create a real time workflow, checks for the required fields, if the fields are blank then cancel the workflow and display error. The workflow needs to trigger on status change and then within the workflow first check if the status is active.

community.dynamics.com/.../using-real-time-workflows-to-show-error-messages

Hope this helps.