A new knowledge base article has been published on our support portal.
Overview
There are many scenarios when you need to build custom dialogs to meet your business requirements. With the North52 business rules engine we make it easy to create a custom dialog using standard forms and North52 functions.
In this example we are going to replace the out-of-the-box Close Opportunity functionality which can’t be modified via configuration. For another example of updating multiple Opportunities via a custom dialog form, see this knowledge article.
Rules for Custom Close Opportunity Dialog
| Rule # | Description |
|---|---|
| 1 | When a user selects an Opportunity from the main grid they can Close the Opportunity using a custom ribbon button and custom form. Clicking the button opens a dialog form with Won/Loss, Actual Amount and Actual Close Date fields set to required and the Loss Reason field hidden. |
| 2 | The user can choose to select whether to close the Opportunity as Won or Lost. |
| 3 | If Won is selected the Actual Amount and Actual Close Date fields are required and the Loss Reason field is hidden. |
| 4 | If Lost is selected, the Actual Amount is set to zero and disabled, and the Loss Reason field is shown and set to required. |
| 5 | The user then clicks the North52 Quick Button Close Opportunity, which calls a North52 Formula to create an Opportunity Close records using the values supplied in the form. After processing has completed the window is closed. |