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Follow up Activity for expired transaction

Hi Experts,

I have a requirement where the user must not be able to create a follow up activity when the Lead / Opportunity transaction is expired. Meaning the End-Date field if more than current date, then no follow up should be created.

I checked in this site and couldn't find an answer or an approach. If anyone came across this, could u please share your ideas.

Thanks,

Ranjan

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3 Answers

  • Posted on Sep 09, 2015 at 02:16 PM

    Dear Ranjan,

    you can try to prevent the followup creation by using the crm_copy_badi.

    Best regards

    Rene


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  • author's profile photo Former Member
    Former Member
    Posted on Sep 08, 2015 at 07:25 AM

    Hi Ed,

    As far as my knowledge concern, this functionality cannot be completed through standard. You need to contact to your Technical Consultant to do the required enhancement.

    Best regards,

    Dinesh

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  • author's profile photo Former Member
    Former Member
    Posted on Sep 25, 2015 at 12:43 PM

    Hi,

    you can also make an enhancement in WebUI layer (in implementation class for your view, most possibly this will be method like EH_ONFOLLOWUP - so the method responsible for processing followup action). And then you can implement logic to check those dates on Opportunity/Lead and decide - if follow-up will not be possible then you can delete this document type from the list of document types possible to be chosen by the user as followups.

    Regards

    Radek

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