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Hello,
I am using the Alert.JS v3.1.3 by Paul Nieuwelaar to design a custom pop-up in the Phone Call entity. We are looking to prompt the users to create a follow up phone call when they mark the current one complete. I created a custom button on the ribbon to replace the OOB button of Mark Complete. So a pop up would ask the user if a follow up needs to be done, if they choose Yes, then a new record would be created which would copy over information from the existing open phone call to a new one, and mark the current one complete.
I am wondering how the custom button of 'Create Phone Call' would work. Would a separate JS code go behind this button getting values from the current record onto a new one? Can we attach a workflow or power automate flow to a 'Create Phone Call' button on the pop up?
Any help related to Alert.JS would be appreciated.
Thank you.
Yes, replace with record id. You could pass the recordid as a parameter from the Ribbon Workbench.
CrmParameter value = FirstPrimaryItemId
function createPopUp(FirstPrimaryItemId){
// code goes here
}
Thanks
Justin Jose
Thank you so much!
I will try this out.
One last thing,
Xrm.WebApi.updateRecord("phonecall", recordid, data).then(
function success(result) {
new Dialog({
Recordid: does this need to be replaced with the recordId? If yes, how would this work for all records?
Yes, you could either use below line but then you have to save the form either manually or using any other valid method
crmWindow.Xrm.Page.getAttribute("amp_meetingobjectives").setValue(isCreate); // set optionvalue
or could use WeApi.UpdateRecord
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// Web api to update the field
var data = {
"amp_meetingobjectives": isCreate
}
// update the record
Xrm.WebApi.updateRecord("phonecall", recordid, data).then(
function success(result) {
new Dialog({
title: "Phone Call created Successfully!",
icon: "SUCCESS"
}).show()
},
function (error) {
new Dialog({
title: "Can't Save!",
icon: "ERROR"
}).show()
}
);
Thanks
Justin Jose
Hello Justin,
Thank you so much.
One quick problem with the callback function, which I am hoping you can help me with again.
function createPhoneCall(data) {
debugger;
var isCreate = (data.getValue("createphonecall")== 'true');
if(isCreate){
var crmWindow = new parent.Dialog().getCrmWindow();
// Could use Xrm.WebApi.updateRecord or Xrm.Page.getAttribute("attributename").setValue(1)
crmWindow.Xrm.Page.getAttribute("amp_createfollowupphonecall").setValue(isCreate); // set optionvalue
crmWindow.Xrm.WebApi.updateRecord(entityLogicalName, id, data).then(successCallback, errorCallback);
// Get Current PhoneCall
crmWindow.Xrm.WebApi.retrieveRecord("phonecall", recordid).then(
function success(result) {
// define the data to create new phonecall record
var data =
{
attributename: result.value // attributes values
}
// create account record
crmWindow.Xrm.WebApi.createRecord("phonecall", data).then(
function success(result) {
// perform operations on record creation
new Dialog({
title: "Phone Call created Successfully!",
icon: "SUCCESS"
}).show()
},
function (error) {
console.log(error.message);
// handle error conditions
}
);
},
function (error) {
console.log(error.message);
// handle error conditions
}
);
I do not want to set the new record details in the callback. This is because there are more details that would be carried over other than the ones on the prompt. So I am thinking if I can just get the code to change one field on the form, that can trigger a flow and create the new record, and copy over the information.
What we are working with right now is just the first option set field of Yes/No. Would the same way work with accessing the data entered in the prompt for the Group? As the rest of my values in the prompt would be used in the new phone call record. I am thinking that I can put hidden fields on the form which can copy those over and then my flow can set those values.
Also if i am looking to just change a single field and not copy a whole lot of information and create a new record, then I wouldn't need to add anything after setting value to the schema field, right?
I look forward to your reply.
Thank you.
Hi Aneeqa,
below is the pseudocode,
you could use either crmWindow.Xrm.Page.getAttribute("amp_createfollowupphonecall").setValue(bool); // Two Optionset value
or
Xrm.WebApi.updateRecord(entityLogicalName, id, data).then(successCallback, errorCallback);
function createPopup(recordid) // recordid from ribbon workbench
{
new Dialog({
id: "createphonecall",
height: 500,
width: 600,
title: "Follow-Up Phone Call",
icon: "QUESTION",
message: "This would create a new phone record with the same information",
buttons: [
new Dialog.Button("Create Phone Call",createPhoneCall, true),
new Dialog.Button("Not now")
]
}).showPrompt([
new Dialog.OptionSet({ id: "createphonecall", label: "Create Phone Call", options: [
{ text: "Yes", value: true },
{ text: "No", value: false },
] }),
new Dialog.Group ({
label: "New Phone Call Details",
fields: [
new Dialog.Input({ id: "scheduledend", label: "Due Date", type: "date", value: new Date() }),
new Dialog.OptionSet({ id: "amp_meetingcategory", label: "Meeting Category", value: 0, options: [
{ text: "", value: 0 },
{ text: "Introduction", value: 1 },
{ text: "Investigate New Business", value: 2 },
{ text: "Investigate Expanded Business", value: 3 },
{ text: "Present Proposal", value: 4 },
{ text: "Negotiation/Review", value: 5 },
{ text: "Resolution of Concerns", value: 6 },
{ text: "Carrier Service Review", value: 7 },
{ text: "Investigate Lost Business", value: 8 },
] }),
new Dialog.MultiLine({ id: "amp_meetingobjectives", label: "Meeting Objectives" })
]
})
]);
}
// Button Call back function
function createPhoneCall(data) {
debugger;
var isCreate = (data.getValue("createphonecall")== 'true');
if(isCreate){
var crmWindow = new parent.Dialog().getCrmWindow();
// Could use Xrm.WebApi.updateRecord or Xrm.Page.getAttribute("attributename").setValue(1)
crmWindow.Xrm.Page.getAttribute("amp_createfollowupphonecall").setValue(isCreate); // set optionvalue
crmWindow.Xrm.WebApi.updateRecord(entityLogicalName, id, data).then(successCallback, errorCallback);
// Get Current PhoneCall
crmWindow.Xrm.WebApi.retrieveRecord("phonecall", recordid).then(
function success(result) {
// define the data to create new phonecall record
var data =
{
attributename: result.value // attributes values
}
// create account record
crmWindow.Xrm.WebApi.createRecord("phonecall", data).then(
function success(result) {
// perform operations on record creation
new Dialog({
title: "Phone Call created Successfully!",
icon: "SUCCESS"
}).show()
},
function (error) {
console.log(error.message);
// handle error conditions
}
);
},
function (error) {
console.log(error.message);
// handle error conditions
}
);
}
}
Thanks
Justin Jose
Hey Justin,
Thank you so much for replying. Since you know your way around Alert.JS, I would be so so grateful if you can have a peek at my code. As far as the pop-up is concerned, that all works fine. I am really struggling with where to set values to the field. If I can get the value correct for one field from the prompt, I would replicate for the rest of them (Since the additional fields are needed in the new phone record).
new Dialog({
id: "createphonecall",
height: 500,
width: 600,
title: "Follow-Up Phone Call",
icon: "QUESTION",
message: "This would create a new phone record with the same information",
buttons: [
new Dialog.Button("Create Phone Call", function(responses) {
var createphonecall = responses[4].value;
var crmWindow = new parent.Dialog().getCrmWindow();
crmWindow.Xrm.Page.getAttribute("createphonecall").setValue("amp_createfollowupphonecall")
new Dialog({
title: "Phone Call created Successfully!",
icon: "SUCCESS"
}).show();
}, true),
new Dialog.Button("Not now")
]
}).showPrompt([
new Dialog.OptionSet({ id: "createphonecall", label: "Create Phone Call", value: 3, options: [
{ text: "Yes", value: 4 },
{ text: "No", value: 3 },
] }),
new Dialog.Group ({
label: "New Phone Call Details",
fields: [
new Dialog.Input({ id: "scheduledend", label: "Due Date", type: "date", value: new Date() }),
new Dialog.OptionSet({ id: "amp_meetingcategory", label: "Meeting Category", value: 0, options: [
{ text: "", value: 0 },
{ text: "Introduction", value: 1 },
{ text: "Investigate New Business", value: 2 },
{ text: "Investigate Expanded Business", value: 3 },
{ text: "Present Proposal", value: 4 },
{ text: "Negotiation/Review", value: 5 },
{ text: "Resolution of Concerns", value: 6 },
{ text: "Carrier Service Review", value: 7 },
{ text: "Investigate Lost Business", value: 8 },
] }),
new Dialog.MultiLine({ id: "amp_meetingobjectives", label: "Meeting Objectives" })
]
})
]);
For this line in the code: crmWindow.Xrm.Page.getAttribute("createphonecall").setValue("amp_createfollowupphonecall"); createphonecall is the label name in the pop-up, and amp_createfollowupphonecall is the schema name of the field i want to change to Yes when the button is clicked.
I know I am super close to getting this done, I have scoured the documentation and tried all kinds of ways, but to no avail. I think the problem may be with the variables, but I am not sure.
Thank you in advance.
Hi Aneeqa,
You could try following steps
1. Pass the Record Id to the function from Ribbon Workbench
2. Attach a callback function to the "Create Phone Call" button
buttons: [
new Dialog.Button("Create Phone Call", createPhoneCall, true),
new Dialog.Button("Cancel")
]
3. Create dialog with id or could use index value (Show Prompt is an Array of Objects)
4. On click event of "Create Phone Call", use "getValue("id or array index") to get the two option field value.
function createPhoneCall(data) {
data.getValue("Date") // use id or
data.getValue(0) // use index
}
5. If "Yes", Use web api to retrieve phone call record using the above recordid. Get all the field values and make a post webapi request to create new phone call and a post request to mark current record to complete status.
Hope this helps
Justin Jose
Hey Pravin,
I did have a look at your blog, the problem is that I could not see any option to take inputs from the user and apply to a new record. Only displaying the alert is not the task. Can your way take inputs?
This is a screenshot of what I am looking for:
I would suggest you to use OOB alerts rather than using third party solution.
Please refer below url to create alert based on your requirement:
Hello,
I am not sure what Alert.JS is, but when it comes to JavaScript you can either create records from it, or you can call a Flow, that is also possible.
docs.microsoft.com/.../createrecord
Hope this helps.
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