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How to edit fields in a completed activity record? RRS feed

  • Question

  • What options are available for editing an activity record after it has been marked as complete? 

     

    Monday, April 19, 2010 4:01 PM

Answers

  • Hi Mark,

    One possible scenario is to create an on-demand worklow wich will change the status of the activity to open, then make changes and close the activity:

    Check:

    If activity status equals closed/completed..

    Change the status to open...

    You can try this, but attention you might lose some information regarding the activity close date etc.

    Regards, 

    • Proposed as answer by xrm Wednesday, April 21, 2010 6:57 AM
    • Marked as answer by Donna EdwardsMVP Thursday, April 22, 2010 6:45 PM
    Tuesday, April 20, 2010 9:10 AM

All replies

  • you will find with the Email activity that when it arrivss it is complete but still has the owner and regarding field enabled. You can set the Disabled attribute in the onload event on other fields to false to allow updating of other fields if you wish. I haven't applied this to other activities as I think emails are special with regards to there status but worth a look.

     

    // this sets the field to the same Disabled state as the regarding field. So if Regarding is enabled then so will the to field.

    crmForm.all.subject.Disabled = crmForm.all.regardingobjectid.Disabled;


    MSCRM Bing'd - http://bingsoft.wordpress.com
    Monday, April 19, 2010 4:37 PM
    Moderator
  • Hi Mark,

    One possible scenario is to create an on-demand worklow wich will change the status of the activity to open, then make changes and close the activity:

    Check:

    If activity status equals closed/completed..

    Change the status to open...

    You can try this, but attention you might lose some information regarding the activity close date etc.

    Regards, 

    • Proposed as answer by xrm Wednesday, April 21, 2010 6:57 AM
    • Marked as answer by Donna EdwardsMVP Thursday, April 22, 2010 6:45 PM
    Tuesday, April 20, 2010 9:10 AM