Enabling and Disabling of Workflow in Sage CRM based on a Field value

By | July 6, 2017

We all are familiar with the JavaScript Codes or say the Client side API and its benefits to ease the customization efforts of programmers in Sage CRM. One such advantage w.r.t CRM Workflows was enabling or disabling of specific rule based on the conditions. But what if you need to disable the whole workflow on particular conditions?

New Stuff: Adding Custom Field on Sage CRM screen using .Net

This blog will explain you an easy way to hide the whole workflow for particular entity record based on the conditions applied.

In below example, we have considered the Case Record Type value (Refund) based on which we have enabled/disabled the workflow. User has to just call this on Onload function of entity screen. Add the following code on custom content of entity screen.

if(document.EntryForm)
{
var sCaseRecType=new String(crm.fields(“case_recordtype”).value())
if(sCaseRecType==”” || sCaseRecType==”undefined” ||CaseRecType==”null”)sCaseRecType=””;
if(sCaseRecType!=””)
{
sCaseRecType=sCaseRecType.toLowerCase();
if(sCaseRecType==”refund”)
{
// Do Nothing
}
else
{
if($(“.workflow”))
{
$(“.workflow”).hide();
}
}
}
}

Once you have added the code on custom content of entity screen then the workflow will be displayed for Case Type of “Refund” as shown in below screenshot.
Also, the Workflow will be hidden for Case record type other than refund as shown in below screenshot.
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