Sign in
Microsoft.com
 
Resources for IT Professionals
 
 
 
Resources for IT Professionals > Dynamics Forums > CRM > Changing 'closing' of a custom entity
Ask a questionAsk a question
Search Forums:
 

AnswerChanging 'closing' of a custom entity

  • Friday, September 25, 2009 6:57 PMJessaM Users MedalsUsers MedalsUsers MedalsUsers MedalsUsers Medals
     
    Sign In to Vote
    0
    Sign In to Vote
    We created a custom entity in CRM and it's working the way i expect.  However, I want to be able to close the custom entity -- so it cannot be edited (we'll trigger a workflow to perform functions). 

    however, the only option I get is to DEACTIVATE.  How do I change DEACTIVATE to CLOSE.
     

Answers

  • Wednesday, November 04, 2009 8:15 PMDonna EdwardsMVP, ModeratorUsers MedalsUsers MedalsUsers MedalsUsers MedalsUsers Medals
     Answer
    Sign In to Vote
    0
    Sign In to Vote
    Check out the SDK, you'll need to write some code, probably create a web page for the dialogue between the user and application, etc.  You should find everything needed in the SDK.
    Best Regards, Donna
     

All Replies

  • Friday, September 25, 2009 7:53 PMDonna EdwardsMVP, ModeratorUsers MedalsUsers MedalsUsers MedalsUsers MedalsUsers Medals
     
    Sign In to Vote
    0
    Sign In to Vote
    You can think of deactivate as close.
    Best Regards, Donna
     
  • Monday, September 28, 2009 9:39 PMJessaM Users MedalsUsers MedalsUsers MedalsUsers MedalsUsers Medals
     
    Sign In to Vote
    0
    Sign In to Vote
    I get that, but was wondering if there was a way to change it.  More terminology.  If it's overly complex then we won't. 
     
  • Tuesday, September 29, 2009 12:40 PMDonna EdwardsMVP, ModeratorUsers MedalsUsers MedalsUsers MedalsUsers MedalsUsers Medals
     
    Sign In to Vote
    0
    Sign In to Vote

    A potential simple fix is to change the picklist value of Status Reason from Inactive to Closed.  The state code will still show Inactive but the Status should show closed.

    Best Regards, Donna
     
  • Tuesday, September 29, 2009 12:48 PMTanguy T Users MedalsUsers MedalsUsers MedalsUsers MedalsUsers Medals
     Proposed Answer
    Sign In to Vote
    0
    Sign In to Vote
    On one of my custom entity form as this menu item to deactivate the record (look at the source of the form)

    <LI tabIndex="-1" action="changeState('deactivate', '10002', '5')" id="_MIchangeStatedeactivate100025" class="ms-crm-MenuItem-Label"><SPAN class="ms-crm-MenuItem-Label"><A class="ms-crm-MenuLink" onclick="return false;" href="javascript:onclick();" tabIndex="-1" target="_self"><SPAN class="ms-crm-MenuItem-Icon"></SPAN><SPAN tabIndex="0" class="ms-crm-MenuItem-Text">Deactivate Affaire</SPAN></A></SPAN></LI>

    So you have just to find the id of the menu item and change the title on the onload script

    window.document.getElementById('_MIchangeStatedeactivate100025').firstChild.firstChild.firstChild.innerText = "Close Affaire";
    My blog : http://mscrmtools.blogspot.com You will find: Form Javascript Manager (export/import javascript from forms) ISV.Config Manager (graphical ISV.config edition - export/import) View Layout replicator (customize one view and replicate to others) And others (use tool tag on my blog)
    • Proposed As Answer byTanguy T Wednesday, September 30, 2009 8:37 AM
    •  
     
  • Tuesday, November 03, 2009 5:45 PMJeff Battley Users MedalsUsers MedalsUsers MedalsUsers MedalsUsers Medals
     
    Sign In to Vote
    0
    Sign In to Vote

    I would like to use a CLOSE function similar to the Close Quote function where the user is prompted with a new window in CRM giving the user some options to pick from. Is it possible to create this functionality with a custom entity?

    Thanks!!

     
  • Wednesday, November 04, 2009 8:15 PMDonna EdwardsMVP, ModeratorUsers MedalsUsers MedalsUsers MedalsUsers MedalsUsers Medals
     Answer
    Sign In to Vote
    0
    Sign In to Vote
    Check out the SDK, you'll need to write some code, probably create a web page for the dialogue between the user and application, etc.  You should find everything needed in the SDK.
    Best Regards, Donna