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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Avoid multiple clicks ...
Microsoft Dynamics CRM (Archived)

Avoid multiple clicks in cross-entity BPF

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Posted on by Vijayakumar Kenchug... 1,075

Hello,

Is there any option to avoid drop down select when user clicks "Next Stage" in cross-entity BPF (Opportunity -> Quote) and automate Create Quote (behind scenes) when new quote, just move to Quote if it already existed. Your thoughts are much appreciated.

For Example: Opportunity to Invoice (B2B) BPF in CRM. When user clicks "Next Stage" on Solutionize stage, it should directly create Quote and should make user to land on Negotiate (Quote) entity. If Quote is already created for that Opportunity it should directly go to that Quote instead of asking user to select Quote on click on Next Stage. 

Avoid-Create.jpg

Avoid-multi-clicks.jpg

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  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Avoid multiple clicks in cross-entity BPF

    In one of the projects he is taking care of, I found a solution to this problem in the form of a plugin creating a new record.  In my case it looked like this:

    BPF consisted of two entities: opportunities and contract

    The user handled the sales opportunity in BPF, after completing all operations he clicked the next Stage, and went to the intermediate stage (Still on entity opportunity ).

    Based on the data in the StageID field of the opportunity, the plugin read the name of the stage (the name of the stage from and to which you are passing). If the transition was correct - we automatically created a contract according to the predefined conditions.

    Stage names the plugin checked if we are at the stage of creating a contract. If the intermediate stage was running the plugin that created the contract according to certain criteria

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Avoid multiple clicks in cross-entity BPF

    I am having similar kind of requirement. Did anyone get solution to this problem.

    I want to automate "Create" button behavior so that user will not have to click on "Create" but they should automatically move to cross entity form by clicking on "Next stage".

  • Manuesev Profile Picture
    Manuesev 115 on at
    RE: Avoid multiple clicks in cross-entity BPF

    Hi VJ. I think that you are experiencing a relationship issue. 

    The system is prompting you to select that record or create a new one because the 1:N relationship allow you to do that. 

    What you are intended to do suggest that both entities are related within a 1:1 schema. 

  • Vijayakumar Kenchugundu Profile Picture
    Vijayakumar Kenchug... 1,075 on at
    RE: Avoid multiple clicks in cross-entity BPF

    Mahender,

    Thanks. But I am not able to MoveNext event as it won't support moving cross-entity (i.e., from Opportunity to Quote when user clicks on Next Stage). Your detailed elaboration will be much appreciated.

  • Suggested answer
    Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at
    RE: Avoid multiple clicks in cross-entity BPF

    Hi,

    You can write code for this, using plugin/js code you can create related quote entity record and jump to quote state directly.

    msdn.microsoft.com/.../dn817874.aspx

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