Follow up Activity for expired transaction

[former_member1017517]

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

[Former Member]

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

[rene_markytan]

Dear Ranjan,

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

Best regards

Rene

[Former Member]

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