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field required when lead gets rejected or archived RRS feed

  • Question

  • Hi,

    In lead form when i click on status reason as rejected or archived.

    the forms get read only.

    i want to make a field which is mandatory in that they should mention the reason of  rejected or archived.

    can anyone have idea how to do this.

    please help asap.

    Thanks,

    Ketan Pimple

    Gartner MQ Leader

    Friday, June 27, 2014 3:03 AM

All replies

  • Can anyone reply ???
    Friday, June 27, 2014 4:54 AM
  • Hi,

     Write an plugin on update of status , in plugin find attribute that contain the value.

    if you not find any value throws a exception with "specify the reason" .

    if found the reason do nothing.


    Hope this helps. ----------------------------------------------------------------------- Santosh Bhagat If this post answers your question, please click "Mark As Answer" on the post and "Vote as Helpful"

    Friday, June 27, 2014 5:10 AM
  •  Santosh MSCrm,

    I dont want to use plugins.

    Another way of doing ?

    Avatar of Santosh MSCrm

    Santosh MSCrm

    ymsli pvt.ltd.

    Partner

    Friday, June 27, 2014 5:29 AM
  • If you dont want to use plugin then you need to use ribbon editor and search for crm system javascript file on the button then funtion its calling.

    And in that function you have to add your custom code (like popup window for your attribute and then have to fill the value to your lead record)

    This process will be more complicated and need more time and effort.


    Hope this helps. ----------------------------------------------------------------------- Santosh Bhagat If this post answers your question, please click "Mark As Answer" on the post and "Vote as Helpful"

    Friday, June 27, 2014 5:48 AM