Lead / Qualify - can it be cancelled?

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  Forum,

  Does anyone have any thoughts, ideas or workarounds to this issue?

  Tuesday, September 17, 2013 12:27 PM
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  Try

  The pass execution context as first parameter checkbox is very important to this process. Without it, it will not work.

  OR

  ExecutionObj.getEventArgs().IsDefaultPrevented(); OR event.returnValue = false; return false;

  ---

  Regards Faisal

  
  
  

  • Edited by Faisal Fiaz Tuesday, September 17, 2013 12:59 PM

  Tuesday, September 17, 2013 12:58 PM
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  You defined the a variable 'eventmode' - all lowercase and then try and reference it as 'eventMode' - uppercase 'M' - JavaScript is case sensitive
  
  This basic script works to prevent a qualify:

  
  

  function Form_onsave(ExecutionObj) {
      var eventMode = ExecutionObj.getEventArgs().getSaveMode();
      if (eventMode == 16) {
          var msg = "You chose QUALIFY, this is outside the scope of your usage.  Please select DISQUALIFY.";
          alert(msg);
          ExecutionObj.getEventArgs().preventDefault();
      }
  }
  

  
  

  ---

  Jason Lattimer
  My Blog -  Follow me on Twitter -  LinkedIn

  • Proposed as answer by JLattimerMVP, Moderator Tuesday, September 17, 2013 1:05 PM

  Tuesday, September 17, 2013 1:05 PM

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  Jason,

  I must apologize,  in my attempt to minimize code down to the problem area I 
  inadvertently left in old code.  I have corrercted my code snippet.

  Tuesday, September 17, 2013 3:04 PM
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  Has anyone answered this? I'm having the same problem for, apparently, the same reason.

  Thanks,

  -Al

  Friday, January 30, 2015 4:36 PM
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  Hi,

  You wrote:

  if (ocbuItem == "Residential Sales")

  but i dont see, where you define "ocbuItem". Are you sure, that it is not null?

  Monday, February 2, 2015 9:55 AM
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  Al,

  I started the original post ...........  the following code does work...
  Hope this helps.

  function Form_onsave(ExecutionObj)
  //function Form_onsave()

  {

  //debugger;

  var eventmode=ExecutionObj.getEventArgs().getSaveMode();
  //       alert('event mode is '+ eventmode);

  
  //Build an array with Comporium Business Unit values  >>>>
    var arrcbu = new Array;
    arrcbu = Xrm.Page.getAttribute("new_comporiumbusinessunitid").getValue();
    if (arrcbu != null)
      {
         var ocbuItem = arrcbu[0].name;
  //       alert('Comporium bus unit name = '+ ocbuItem);
      }

  //  -------------------------------------------------------------------------------------
   
  //>>>>>>>>>>>>>>>>> RESIDENTIAL SALES <<<<<<<<<<<<<
  // When BU = Residential Sales and EVENT.mode = QUALIFY
  // we want to CANCEL this operation.  Because its 'residential',
  // These users will never qualify and convert a lead. 

    if (ocbuItem == "Residential Sales")

      {

        if (eventmode == 1 || eventmode == 2)
  //      if (event.Mode == 1 || event.Mode == 2)
                   //  save = 1 ,  save & close = 2
          {
  //           if(crmForm.all.new_resleaddetail.DataValue == null)
             if(Xrm.Page.getAttribute("new_resleaddetail").getValue() == null)

               {
                  var msg = "Reminder: Res Lead Detail field is required";
                  alert(msg);

                  // Give the control focus.
  //                crmForm.all.new_resleaddetail.SetFocus();
                  Xrm.Page.ui.controls.get("new_resleaddetail").setFocus(true);

  //                event.returnValue = false;
  //                return false;
                  ExecutionObj.getEventArgs().preventDefault();

               }

  //           if(crmForm.all.new_resleadstatus.DataValue == null)
               else if(Xrm.Page.getAttribute("new_resleadstatus").getValue() == null)

                        {
                           var msg = "Reminder: Res Lead Status field is required";
                           alert(msg);

                           // Give the control focus.
  //                         crmForm.all.new_resleadstatus.SetFocus();
                           Xrm.Page.ui.controls.get("new_resleadstatus").setFocus(true);

  //                         event.returnValue = false;
  //                         return false;
                           ExecutionObj.getEventArgs().preventDefault();

                        }

  //           if(crmForm.all.new_spiffeligible.DataValue == null)
                else if(Xrm.Page.getAttribute("new_spiffeligible").getValue() == null)

                         {
                             var msg = "Reminder: SPIFF Eligible field is required";
                             alert(msg);

                             // Give the control focus.
  //                           crmForm.all.new_spiffeligible.SetFocus();
                             Xrm.Page.ui.controls.get("new_spiffeligible").setFocus(true);

  //                           event.returnValue = false;
  //                           return false;
                             ExecutionObj.getEventArgs().preventDefault();

                         }

          }  // end event mode 1 & 2

        if (eventmode == 16)
  //      if (event.Mode == 16)
               // 16 = qualify option chosen from the convert lead dialog box
          {
              var msg = "You chose QUALIFY, this is outside the scope of your usage.  Please select DISQUALIFY.";
              alert(msg);

            // Cancel the qualify operation.

  //              event.returnValue = false;
  //              return false;

              ExecutionObj.getEventArgs().preventDefault();

             
          } // end event mode = 16

      }  // end residential sales

  } // end onsave

  Monday, February 2, 2015 12:29 PM