Hi all, it's been a loooong time since i last updated this blog.. But here's a new nice tip :)
Microsoft have not given us the easiest way of updating fields on FORMS based on the new processbars feature on FORMS, but here's one way to do it With Javscript.. Supported!
Should work on opportunities.. AFTER YOU INSERT YOUR GUID's FOR
1. Field "processid"
2. Field "stageid"
3. Change name of "salesstage"
(Needed in setSalesStage function)
/* Script Entry Point */
function OnCrmPageLoad() {
var FormTypes =
{
Undefined: 0,
Create: 1,
Update: 2,
ReadOnly: 3,
Disabled: 4,
QuickCreate: 5,
BulkEdit: 6
}
runAlways();
switch (Xrm.Page.ui.getFormType()) {
case FormTypes.Create: OnNewFormLoad(); break;
case FormTypes.Update: OnUpdateFormLoad(); break;
case FormTypes.ReadOnly: OnReadOnlyFormLoad(); break;
case FormTypes.Disabled: OnDisabledFormLoad(); break;
case FormTypes.QuickCreate: OnQuickCreateFormLoad(); break;
case FormTypes.BulkEdit: OnBulkEditFormLoad(); break;
case FormTypes.Undefined: alert("Error"); break;
}
}
/* Implement each Form Type you wish to address */
function runAlways() {
onchange();
Xrm.Page.data.entity.addOnSave(addToOnSave);
}
function OnNewFormLoad() {
setSalesStage('new');
}
function OnUpdateFormLoad() {}
function OnReadOnlyFormLoad() { }
function OnDisabledFormLoad() { }
function OnQuickCreateFormLoad() { }
function OnBulkEditFormLoad() { }
/******************** OnChange and OnSave functions ***************************/
function onchange() {
//Add all fields who should have OnChange triggers
Xrm.Page.data.entity.attributes.get("prefix_fieldname").addOnChange(examplefunction);
}
function addToOnSave() {
//Check to see if stageid has changed
var attributes = Xrm.Page.data.entity.attributes.get();
for (var i in attributes) {
var attribute = attributes[i];
if (attribute.getIsDirty()) {
if (attribute.getName() == 'stageid') {
//Update Probability field - send a "dummy parameter"
setSalesStage('dummy');
}
}
}
}
/*************** End OnChange and OnSave functions ***************************/
/* --------------- Private functions ---------------------*/
function examplefunction() {
//No Operation
}
function setSalesStage(check) {
/*
UNIKE FOR EACH PROSESS AND CRM ORGANIZATION
Notes of GUID's steps in Prosess ID = 'bfc01b1c-9741-43b2-a016-3a41d91c234a' Display: "Solution Selling" on entity: opportunity
10% - 85bdfa9d-f067-42d4-82c3-0e1fd09f2b19
20% - 6a2020c4-7d10-28e3-1898-138b6c075259
40% - ae0c9ae4-55eb-cd1c-44ab-872d4aca4338
60% - 16b99584-143d-04ad-61c9-2b6a809e5608
80% - 93e08965-2e2a-4674-0e57-ec88633a0940
90% - 3a516491-d7cd-6cb1-a3e0-61be68c1857c
*/
var prosessId = Xrm.Page.getAttribute("processid");
var stageid = Xrm.Page.getAttribute("stageid");
var prob = Xrm.Page.getAttribute("salesstage");
//Check if new record
if (check == 'new') {
//sets first process name
prob.setValue('10% - Qualification');
}
//Not a new record, then it's an existing record
else {
if (prosessId.getValue() == 'bfc01b1c-9741-43b2-a016-3a41d91c234a') {
switch (stageid.getValue()) {
case '85bdfa9d-f067-42d4-82c3-0e1fd09f2b19':
//setter sannsynlighet
prob.setValue('10% - Qualification');
break;
case '6a2020c4-7d10-28e3-1898-138b6c075259':
prob.setValue('20% - Pain and Need');
break;
case 'ae0c9ae4-55eb-cd1c-44ab-872d4aca4338':
prob.setValue('40% - Proof of Concept');
break;
case '16b99584-143d-04ad-61c9-2b6a809e5608':
prob.setValue('60% - Closing');
break;
case '93e08965-2e2a-4674-0e57-ec88633a0940':
prob.setValue('80% - Offering accepted');
break;
case '3a516491-d7cd-6cb1-a3e0-61be68c1857c':
prob.setValue('90% - Contract signing');
break;
default:
alert("An error has occured!");
}
}
}
}
/* ------------ End Private functions------------------*/
