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Restrict Users from Cancelling Activities, Only Close the activities RRS feed

  • Question

  • Hello CRM Gurus,

    How can i restrict users from Cancelling the Activities? If i go to the activities view and select any one of the existing task/phone call/letter activity and hit "cancel" button from ribbon. i get a pop-up with Close Task and the status comes with Completed and Cancelled as type.

    Because these activities are inherited from Activity Pointer, the Status Code is Greyed Out, i can not modify the Picklist from Front End of the Parent Activity. Also, I can not touch the back-end and remove it as it is unsupported, and i do not know what can break if i remove from Back-end.

    Is there any way to show only Completed and the completed reason in the Pop-up window?

    Its urgent.

    Any Help will be appreciated.

    Thanks.


    Puneet Joshi

    Thursday, June 14, 2012 4:49 PM

Answers

  • There is no supported way to modify this pop-up window. Two possible options are:

    • Modify the ribbon (via RibbonDiffXml) to remove the default Cancel button, and replace it with a button that opens a custom web resource that provides the options you want
    • It should be possible to register a plugin on the SetState message that checks if a user is trying to cancel an activity, and if so, the plugin could throw an exception to stop the cancel operation.

    Microsoft CRM MVP - http://mscrmuk.blogspot.com/ http://www.excitation.co.uk

    Thursday, June 14, 2012 5:08 PM
    Moderator