Wednesday, August 26, 2015

MSCRM 2015: JS to Disable Custom Quote Number

In my previous two posts, I discussed how to create a custom quote number and use it with revisions. Now I'm going to provide a bit of JavaScript that you can use to lock the field. You'll want to do this so that users can't modify the field themselves.

1. Edit the Quote form and go to Form Properties.
2. On the Events tab, add a Form library or create new one. Then add the following script to the library. The part in quotes will be the name of your custom quote number.

function disableCustomQuoteNum(){
  var quoteNum = Xrm.Page.getAttribute("new_customquoteid").getValue();
  if (quoteNum != null) {

3. Then add the function name, which is disableCustomQuoteNum, as an Event Handler.

4. Click OK then Save & Publish the changes to your form.

Now when we look at the quote, we can see that the Custom Quote ID field is locked.




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