Customer Effective Blog

Workflow From jScript

David Frattalone — Wed, 30 Sep 2009 23:26:22 -0400

An on demand Workflow called from jScript can open many new possibilities.

For example, say you have documentation records related to a project record (2 custom entities) and there is a need to update a set of the documentation records when one of them is rejected or approved. With a bit of FetchXML to build the collection of documentation records, use a jScript for loop to call the workflow and update each of the records.

If the async service is down, the workflow will be queued and will execute when async is started again.

Workflow Gotcha

David Frattalone — Wed, 30 Sep 2009 23:02:26 -0400

On an entity with a related workflow that creates records, if you delete a bit attribute and then recreate an attribute with the same name but as a picklist, the workflow will produce errors. To get around the issue, change the name of the new attribute, or delete and recreate the steps that create the new records.

jScript - An Attribute As A Button

David Frattalone — Mon, 31 Aug 2009 09:12:24 -0400

Adding a button to a form can come in handy when you want to drive an attribute such as status with a button instead of allowing the user to select the attribute dropdown list.

To do this, create a bit attribute and add it to the form. In the button code, flip the bit value as an indicator of the button getting clicked. Include the button in a section and then make the section/button visible or not based on the click of another button, or the value of other form attributes. In the onLoad code, call the button code and then include the logic to hide/display the button on the button's section.

Hopefully this gives you ideas of how to use a button on a CRM form, and sheds more light on another useful blog. Use the following link to get the button code.

http://mscrmblog.net/2009/05/23/add-a-button-to-a-form/

jScript - An Attribute As A Row Header

David Frattalone — Mon, 31 Aug 2009 08:55:01 -0400

CRM form attributes can be repurposed to appear as though they are a row label. For example, to build a table that appears Excel like including a header and 3 date columns with a leading column as a label for each row, do the following:

Create the table date and nvarchar label attributes on the form;
Open the form and create a section with four columns;
Place the nvarchar attributes in the 1st column and the date attributes in the last 3 columns (Remember to set the nvarchar attributes Searchable property to "No" ;
Change the properties of the nvarchar attributes on the form to "Display label on the form" not checked, and "Field is read-only" checked.
In the form onLoad change the nvarchar attributes to labels using the following jScript: crmForm.all.new_attributename.DataValue = 'Label Text'; crmForm.all.new_attributename.style.fontWeight = 'bold'; crmForm.all.aprv_attributename.style.borderColor = "#EAF3FF";