We would like to automatically deactivate a record when a particular field
(date field) is populated and the record is saved.
Can anyone tell me, firstly if this is possible, and secondly what should
the script be?
--
Matt Pring
Dave Ireland
"Matt Pring" <Matt...@discussions.microsoft.com> wrote in message
news:E0C7EC8A-BF4E-4D7B...@microsoft.com...
A workflow would indeed be the easy method to do this without coding.
However it can take several some time between the save and the record being
actually deactivated. After saving the record it will reopen as an active
record and users can still make modifications.
The safe method would be to create a post-create/update plugin which does
the deactivation, but this is a more complex approach.
--
Patrick Verbeeten (MCPD)
CRM/.NET Consultant
Aviva IT
Tools for CRM Developers and Administrators
http://www.patrickverbeeten.com/Tools.aspx
"Dave Ireland" wrote:
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