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Status Reason field doesn't change from Web-form metadata

Microsoft Dynamics CRM Forum

Gaurav_Pandey09 asked a question on 9 Jul 2018 6:55 AM
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I have a web-form with 4 steps. I  change the statuscode field to "In Progress" when the first step is executed and I need to set the statuscode field to "Submitted" when the last step is executed and Redirect it to an Entity List. 

Now I am able to set the statuscode to In Progress with Webform metadata but with the last step I am not able to replicate the same.

Only difference that I see in both the steps is that in the First step the Next step is a Load Form while inthe last step the Next step is a Redirect. 

Can I know how to change the statuscode to "Submitted" 

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Ravi Kashyap responded on 9 Jul 2018 6:58 AM
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Hi,

You need to set the metadata to the step which is before the redirect step. You if you have step 1 >> step2 >> Step 3 >> Redirect Step, you need to set your metadata on step 3.

Hope this helps.

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Gaurav_Pandey09 responded on 9 Jul 2018 7:09 AM
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HI Ravi,

I have set my metadata just the way you have mentioned. The step where I have set the metadata is "Load Form" and in the Next step is a Redirect Step.

Thanks,

Gaurav pandey

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Dmytro Rutkovskyi responded on 9 Jul 2018 2:47 PM
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Hi Gaurav

Can you try your configuration with different field. Status Reason can have specific logic, and there is probability that you cannot change it to that value in that state.

For example, you can have status reason transitions defined for your entity, see: technet.microsoft.com/.../dn660979.aspx

But there are other possibilities.

BTW, can you change Status Reason on the form in the Dynamics web client to "Submitted" and save changes?

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Ravi Kashyap responded on 9 Jul 2018 6:20 PM
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Hi Gaurav,

I have the same secnario configured and it is working fine. Could you please doucle check you metadata config/values. I remember for one of my form it was not working and the reason was that the field "Set Value On Save" was not ticked."

Also, do check if the status reason you are setting is applicable i.e. you can set the status reason for that record to that status reason value.

This is my config/value for the metadata setting the statusreason.

Hope this helps.

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Gaurav_Pandey09 responded on 14 Jul 2018 5:09 AM
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Hi Ravi,

I can set the Status Reason to that value for the record. Also I checked and I have my Set value on Save checked with correct value of the status reason. I am not sure why it was not working with metadata functionality. So I created a workflow to update the Status Reason and it did the trick for me.

Thanks,

Gaurav

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Gaurav_Pandey09 responded on 14 Jul 2018 5:09 AM
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Hi Ravi,

I can set the Status Reason to that value for the record. Also I checked and I have my Set value on Save checked with correct value of the status reason. I am not sure why it was not working with metadata functionality. So I created a workflow to update the Status Reason and it did the trick for me.

Thanks,

Gaurav

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Ravi Kashyap responded on 9 Jul 2018 6:58 AM
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Suggested Answer

Hi,

You need to set the metadata to the step which is before the redirect step. You if you have step 1 >> step2 >> Step 3 >> Redirect Step, you need to set your metadata on step 3.

Hope this helps.

Reply
Dmytro Rutkovskyi responded on 9 Jul 2018 2:47 PM
My Badges
Suggested Answer

Hi Gaurav

Can you try your configuration with different field. Status Reason can have specific logic, and there is probability that you cannot change it to that value in that state.

For example, you can have status reason transitions defined for your entity, see: technet.microsoft.com/.../dn660979.aspx

But there are other possibilities.

BTW, can you change Status Reason on the form in the Dynamics web client to "Submitted" and save changes?

Reply
Ravi Kashyap responded on 9 Jul 2018 6:20 PM
My Badges
Suggested Answer

Hi Gaurav,

I have the same secnario configured and it is working fine. Could you please doucle check you metadata config/values. I remember for one of my form it was not working and the reason was that the field "Set Value On Save" was not ticked."

Also, do check if the status reason you are setting is applicable i.e. you can set the status reason for that record to that status reason value.

This is my config/value for the metadata setting the statusreason.

Hope this helps.

Reply

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