I came across business requirement like, if there are any
active child records, then show error message to users when deactivating parent
record.
I can use plugin or real time workflow for this, but when
error message thrown, CRM throws error like Business process error.
But customer doesn’t want to see this business process
error, customer wants Alert message, and do not want to deactivate record.
To full fill this requirement I customized CRM button
command, and added my own script on deactivate button.
Here are steps I did
I am using Ribbon workbench to customize entity ribbon.
1.
Customize Deactivate command
2.
Once command is customized you will see
JavaScript library and function used by MS CRM.
3. Change function Name to NaN and remove
parameters for CRM default deactivates action.
This we need to do so when condition is
satisfied, record should be deactivated and CRM JavaScript library should be
loaded.
4.
Now add your own JavaScript action in deactivate
command, and call your own JavaScript function
When calling own JavaScript function make
sure you are using same Parameters used in CRM default deactivates function, as
we are going to call this function in our own JavaScript.
5.
In your JavaScript code, you can check, is there
any active child records associated with this record? If not then deactivate record,
otherwise show message.
JavaScript code is
CheckOnDeactivation:
function
(CompanyId, entityName) {
var req = new XMLHttpRequest();
req.open("GET", Xrm.Page.context.getClientUrl() + "/XRMServices/2011/OrganizationData.svc/contact?$select=contactId&$filter=parentcustomerid/Id
eq (guid'" + CompanyId + "') and statecode/Value eq 0", false);
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.onreadystatechange = function () {
if (this.readyState === 4) {
this.onreadystatechange = null;
if (this.status === 200) {
var returned = JSON.parse(this.responseText).d;
var results = returned.results;
if (results.length >= 1) {
alert('You cannot deactivate this record because it has active
child records.');
return false;
}
else {
Mscrm.CommandBarActions.deactivate(CompanyId, entityName);
return true;
}
}
else {
alert(this.statusText);
}
}
};
req.send();
}
