Showing posts with label Close As Won. Show all posts
Showing posts with label Close As Won. Show all posts

Tuesday, November 8, 2011

Set disabled opportunity "Close as Won" button unless probability is not 100 or status is not "A"

To prevent accidental closing of opportunity I present to you method how can set disabled opportunity "Close as Won" button unless probability is not 100% or status is not "A". 

First of all you should export solution with your "Opportunity" entity customization.
Unzipp you solution and open "customizations" file with any XML editor.
Find in this file <RibbonDiffXml> tag and replace its content with the following xml: 

<RibbonDiffXml>
         <CustomActions>
          <CustomAction Id="ABC.Mscrm.HomepageGrid.opportunity.MainTab.Actions.Controls" Location="Mscrm.HomepageGrid.opportunity.MainTab.Actions.Controls._children">
            <CommandUIDefinition>
              <Button Id="Mscrm.HomepageGrid.opportunity.MarkAsWon" Command="Mscrm.HomepageGrid.opportunity.MarkAsWon" Sequence="5" Alt="$Resources:Ribbon.Form.opportunity.MainTab.Actions.MarkAsWon" LabelText="$Resources:Ribbon.Form.opportunity.MainTab.Actions.MarkAsWon" Image16by16="/_imgs/SFA/MarkAsWon_16.png" Image32by32="/_imgs/SFA/MarkAsWon_32.png" TemplateAlias="o1" ToolTipTitle="$Resources:Mscrm_HomepageGrid_opportunity_MainTab_Actions_MarkAsWon_ToolTipTitle" ToolTipDescription="$Resources:Mscrm_HomepageGrid_opportunity_MainTab_Actions_MarkAsWon_ToolTipDescription" />
            </CommandUIDefinition>
          </CustomAction>
          <CustomAction Id="ABC.Mscrm.Form.opportunity.MainTab.Actions.Controls" Location="Mscrm.Form.opportunity.MainTab.Actions.Controls._children">
            <CommandUIDefinition>
              <Button Id="Mscrm.Form.opportunity.MarkAsWon" Command="Mscrm.Form.opportunity.MarkAsWon" Sequence="3" Alt="$Resources:Ribbon.Form.opportunity.MainTab.Actions.MarkAsWon" LabelText="$Resources:Ribbon.Form.opportunity.MainTab.Actions.MarkAsWon" Image16by16="/_imgs/SFA/MarkAsWon_16.png" Image32by32="/_imgs/SFA/MarkAsWon_32.png" TemplateAlias="o1" ToolTipTitle="$Resources:Mscrm_Form_opportunity_MainTab_Actions_MarkAsWon_ToolTipTitle" ToolTipDescription="$Resources:Mscrm_Form_opportunity_MainTab_Actions_MarkAsWon_ToolTipDescription" />
            </CommandUIDefinition>
          </CustomAction>
        </CustomActions>
        <Templates>
          <RibbonTemplates Id="Mscrm.Templates"></RibbonTemplates>
        </Templates>
        <CommandDefinitions>
          <CommandDefinition Id="Mscrm.Form.opportunity.MarkAsWon">
            <EnableRules>
              <EnableRule Id="ABC.Mscrm.CheckImportCustomizationRule" />
            </EnableRules>
            <DisplayRules />
            <Actions />
          </CommandDefinition>
          <CommandDefinition Id="Mscrm.HomepageGrid.opportunity.MarkAsWon">
            <EnableRules>
              <EnableRule Id="ABC.Mscrm.CheckImportCustomizationRule" />
            </EnableRules>
            <DisplayRules />
            <Actions />
          </CommandDefinition>
        </CommandDefinitions>
     <RuleDefinitions>
  <TabDisplayRules />
  <DisplayRules />
    <EnableRules>
    <EnableRule Id="ABC.Mscrm.CheckImportCustomizationRule">
    <OrRule>
  <Or>
     <ValueRule
Field="closeprobability"
Value="100"
Default="0" />
</Or>
  <Or>
     <ValueRule
Field="opportunityratingcode"
Value="1"
Default="0" />
</Or>
</OrRule>
    </EnableRule>
    </EnableRules>
  </RuleDefinitions>
        <LocLabels />
 </RibbonDiffXml> 
Result: