Pregunta

User cant close opportunities unless they are at the "Close" stage (on the Business Process Flow) So can we disable the "Close as Won" but still allow “Close as Lost” unless they are not on that part of the flow. If they select Close stage then and then Close as won ribbon button should be enabled?

Is there any way to do so?script,plugin or anything else?

¿Fue útil?

Solución

There is a field on Opportunity called StepName that you can use; it contains the name of the current step of the Business Process Flow.

An enable rule on the button that includes a JavaScript function should work.

The JavaScript function should perform a REST call to retrieve the StepName attribute.

Have a look at this if you need more info on disabling a ribbon button with a JavaScript enable rule: http://garethtuckercrm.com/2013/11/25/dynamically-disable-ribbon-buttons-in-dynamics-crm/

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