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Display the “Revise” button on draft quotes. RRS feed

  • Question

  • Hi,

    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

All replies

  • 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

    Tuesday, July 28, 2015 6:05 AM
    Moderator
  • 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
  • Try to debug your code. I believe you're missing something obvious.

    Dynamics CRM MVP
    My blog

    Tuesday, July 28, 2015 7:18 AM
    Moderator
  • 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

    Tuesday, July 28, 2015 8:34 AM
    Moderator
  • 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

    Tuesday, July 28, 2015 8:02 PM
    Moderator