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Recently, a client requested that a dialog process start immediately after a task or phone call was marked as completed, to prompt the user to create a follow up task or phone call. For this example, I am only showing how to create a follow up dialog from task records that have accounts linked to them.
For ease of use, I prefer to use the Visual Ribbon Editor to edit CRM ribbons. Because it is not possible to alter the functionality of a default CRM button using this editor, I created another button that looks like the original but automatically starts the dialog process instead. To do this, the button action will call a JScript function which in turn will start the appropriate dialog process.
Step 1 – Create the CRM Dialog Process
The first step is to create a dialog in CRM. Note that this example only shows a check to see if the task is linked to an Account. Additional steps could be added for tasks linked to a Contact or other entity as well.
Add a Check Condition Step
Add this first step to check if the Regarding field of the task is linked to an Account, and add 5 steps underneath this one as shown in the screen shot. The details of the sub-steps have been hidden to show the basic structure.
Add a Page Step
This step will present a window to the user asking the type of follow up activity to create. After adding the Page, add a Prompt and Response step that asks the question and remembers the answer for the next step.
Set the Properties as:
Add a No Follow Up Step
In this case, the user has indicated that there will be no follow up task. The original task will be completed, and no additional steps will be performed. Under this step, add a Change Status step and then a Stop Dialog step.
Add another Page Step
The next question is to find the follow up date for the activity to be created. Add a Page step with a Prompt and Response step below it.
Add a Check Condition – New Task
In this case, the user chose to create a follow up Task. Add a Check Condition, then Create a new Task Record.
Set the Properties using Dynamic Values, as:
Add a Check Condition – Phone Call
In this case, the user chose to create a follow up Phone Call. Add a Check Condition, then Create a new Phone Call Record. The properties will be the same as the Creating a New Task step.
Save the dialog.
Step 2 – Add a JScript Web Resource to CRM that Initiates the Dialog
This JScript function will be called by the action of the new CRM button that will be created in Step 4. It will launch the Dialog that was created in Step 1.
To do this, create a new JScript web resource called Globals. Note that the actual file name will be of the format NEW_Globals. This will be needed in Step 4.
In the Text Editor, enter the following code:
Save and Publish the Customization
Step 3 – Launch the Visual Ribbon Editor
The Visual Ribbon Editor can be downloaded from http://crmvisualribbonedit.codeplex.com/, and then click on the VisualRibbonEditor.exe file to launch the application. Once the application is running, click on the Connection button (first button on the left) to establish a link to the CRM ribbons.
Then, click on the Open button to display the Open Entity Ribbon window. From the drop-down list of entities, select the associated ribbon to customize. In this case, it will be the Task ribbon.
Step 4 – Add the New Button
Since we want to add a button to the Task form itself, choose Form as the Ribbon Type. Also, the Main Tab corresponds to the Task tab of the ribbon as displayed in CRM.
Now, select the Save group and click New Button.
Choose a prefix and button name. This will probably be the same prefix that is used for customizing fields and entities in CRM.
New Button Details
Copy the Label, Tooltip, Template Alias, 16×16 Image, and 32×32 Image from the Details tab of the original button (Save As Complete). Then, change the Sequence of the new button within the Save group by using the arrow buttons or entering the value in the text box.
New Button Action
It is not necessary to copy the Action from the original Save As Complete button. The new Mark Complete will only call the dialog that we created in Step 1.
The first is a string parameter with the GUID of the dialog created in Step 1. This can be found by opening the dialog process, and looking in the title bar of the window. Note that there will be extra characters before and after the GUID.
The second is a string parameter with the type of entity that is launching the dialog. The third is a CRM parameter that represents the original task record.
Hide Original Button
Since the original Save As Complete button is no longer needed, select that button and click Hide. It can be unhidden later if necessary.
Click the Save button at the top of the screen to save the ribbon to the CRM application.
Step 5 – Activate the Dialog
Now that all the pieces of the process are complete, the CRM dialog can be activated.
BDO Solutions is a national firm with local practices throughout Canada, including Ontario, Alberta, British Columbia, Manitoba and Saskatchewan. Microsoft Gold Certified Partner and Reseller of the Year in Canada for 2010, 2011 and 2012.
By Debra Polvi, CRM Consultant with BDO Solutions.
Mark a Task as Complete, and Automatically Prompt to Create a New Task is a post from: CRM Software Blog
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