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Make Contract Line Business Required when Contract Selected RRS feed

  • Question

  • Hi All,

    I want to make the Contract Line compulsory or 'Business Required' only if a Contract is first selected. Is this possible to do and how does one go about achieving it?

    Thanks in advance.


    David Robertson MCP, VCP4, AST

    Thursday, November 15, 2012 3:50 PM

Answers

  • Hi,

    I assume you are talking about the selection of contract and contract line on the case form in CRM2011. The behaviour you describe is what occurs 'out of the box' on the case form. The contract line becomes mandatory as soon as you select a contract, that's with no modification made what so ever. Maybe you have some form script overriding this behaviour?

    Rob


    Microsoft Certified Technology Specialist (CRM) GAP Consulting Ltd Microsoft Community Contributor Award 2011

    • Marked as answer by DaveR_NZ Friday, November 16, 2012 1:15 AM
    Thursday, November 15, 2012 7:45 PM
    Answerer

All replies

  • Hi,

    I assume you are talking about the selection of contract and contract line on the case form in CRM2011. The behaviour you describe is what occurs 'out of the box' on the case form. The contract line becomes mandatory as soon as you select a contract, that's with no modification made what so ever. Maybe you have some form script overriding this behaviour?

    Rob


    Microsoft Certified Technology Specialist (CRM) GAP Consulting Ltd Microsoft Community Contributor Award 2011

    • Marked as answer by DaveR_NZ Friday, November 16, 2012 1:15 AM
    Thursday, November 15, 2012 7:45 PM
    Answerer
  • Hmm, I feel very stupid! I did not notice that the line does in fact become required.

    Thanks for pointing that out.


    David Robertson MCP, VCP4, AST

    Friday, November 16, 2012 1:15 AM