Hi there,

I would like to know if its possible to set a condition for a user to
only convert the lead when the task associated with the lead is
completed.At the moment the Lead can be converted regardless if the
task is open /closed.

Any ideas would be appreciated.

Tx

Thandiwe

The only way to do this would be a preSetState callout on the lead.
Workflows only fire after, so they wouldn't prohibit the action from
occurring.

Also, whether you have CRM 3 or 4 will determine when the actions occur. In
CRM 3, callouts don't fire if the user is offline, so you may get unexpected
behavior if an offline user converts the lead and has activities against the
account or contact.

--
Richard Riddle
CRM Developer
Autonomix


"thandiwe80@gmail.com" wrote:

Hi,

another (unsupported) possibility is to edit the onclick event of the
convert button via javascript.
As a consequence this will only affect the conversions done via the mscrm
forms.

Best regards,
Christoph


<thandiwe80@gmail.com> schrieb im Newsbeitrag
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