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Display the “Revise” button on draft quotes.

Question
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I have a requirement to hide the “Activate Quote” button on the Quote form and display the “Revise” button on draft quotes.
Have anyone done this before?
I managed to hide the “Activate Quote” button. But I am unable to display the “Revise” button on draft quotes.
Thanks
Sachith Chandrasiri
Tuesday, July 28, 2015 1:26 AM
Answers
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I would suggest you to include call of OOB revise quote function to your ActivateQuote function.
Dynamics CRM MVP
My blog- Proposed as answer by Andrii ButenkoMVP, Moderator Tuesday, July 28, 2015 8:03 PM
- Marked as answer by Sachith Vidanage Tuesday, July 28, 2015 8:04 PM
Tuesday, July 28, 2015 8:34 AMModerator
All replies
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Hello,
I've done this. Here is what I've done:
1. I hid standard Revise button.
2. I wrote code that Activate quote and then call Quote Revision.
3. Create a custom button and added it to quote that called code developed in point 2.
Dynamics CRM MVP
My blog- Proposed as answer by Andrii ButenkoMVP, Moderator Tuesday, July 28, 2015 8:02 PM
Tuesday, July 28, 2015 6:05 AMModerator -
Thanks Andrii,
I created a custom button and managed to Activate the Quote.
Then I am calling the “reviseActiveOrClosedQuote” function from the “/_static/SFA/quotes/quote.js” library. Problem is it does not create a new revised quote like it does in the out of the box revise button.
Am I doing something wrong here?
Sachith Chandrasiri
Tuesday, July 28, 2015 6:37 AM -
- Proposed as answer by Andrii ButenkoMVP, Moderator Tuesday, July 28, 2015 8:02 PM
Tuesday, July 28, 2015 7:18 AMModerator -
My code does only the activating part. It works well. Rest is not mine. I call these two functions inside the Command of the button as 2 command actions.
Sachith Chandrasiri
Tuesday, July 28, 2015 7:33 AM -
I would suggest you to include call of OOB revise quote function to your ActivateQuote function.
Dynamics CRM MVP
My blog- Proposed as answer by Andrii ButenkoMVP, Moderator Tuesday, July 28, 2015 8:03 PM
- Marked as answer by Sachith Vidanage Tuesday, July 28, 2015 8:04 PM
Tuesday, July 28, 2015 8:34 AMModerator -
Yes Andrii,
It works. Thanks a lot. But there is delay between the quote is activated and the new revised one opens.
Sachith Chandrasiri
Tuesday, July 28, 2015 7:17 PM -
I believe that you've implemented required scenario with minimal efforts.
Dynamics CRM MVP
My blog- Proposed as answer by Andrii ButenkoMVP, Moderator Tuesday, July 28, 2015 8:03 PM
Tuesday, July 28, 2015 8:02 PMModerator