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Opportunity Close as Lost - Validate Close Reason RRS feed

  • Question

  • Hi, I have a requirement to validate/enforce the Close Status Reason selected by the User when closing the Opportunity as Lost. How to do this? Please advice.
    Sunday, May 18, 2014 10:50 PM

All replies

  • Hi,

        The best way to do this would be to write a plug-in on OpportunityClose entity and check the status of status. If it does not contain Close Status Reason, throw an exception.

    -Minal

    • Proposed as answer by KriSree Monday, May 19, 2014 4:50 PM
    Monday, May 19, 2014 6:52 AM
  • Thanks Minal. I tried the same. On OpportunityClose Create (stage 20), I added a plugin. For some reason, when I close the opportunity, it did not hit the plugin. Any thoughts?
    Monday, May 19, 2014 10:18 AM
  • Hi,

    I am also searching the answer for the same question.

    I tried too many things but it won't solve.

    Whenever close the opportunity or won the opp its automatically forms gets read only.

    If any better solution plz let us know.

    Thanks,

    Ketan.

    Monday, May 19, 2014 11:24 AM
  • Hi Minal  ,

    We  have  also  implemented  in this  way  in one  of  our  implementation.

    thanks

    Krithi

    • Proposed as answer by KriSree Tuesday, September 30, 2014 8:49 AM
    Monday, May 19, 2014 4:51 PM