Microsoft Dynamics CRM (Archived)

Action Dialog button on Opportunity Form

(0) Share

Report

Posted on by Syed_Faisal

815

Hi,

On the Opportunity body form, i have created a option-set field Develop Proposal Yes/No.

When NO then i want to create a button on the form as CLOSE the opportunity. Can i use dialog option here?

Please help, Thanks !

Regards

Faisal

*This post is locked for comments

All responses (9)

Answers (0)

Suggested answer

Syed_Faisal 815 on at

Like (0)

Report

RE: Action Dialog button on Opportunity Form

Hi,

I got the solution. On the status reason have added Close No-Bid.

As per MS, they have only option Open,Close, Lost and this cannot be custom.

Thanks & Regards

Faisal
Arun Vinoth 11,615 Moderator on at

Like (0)

Report

RE: Action Dialog button on Opportunity Form

We don’t see any error in screenshot. Can you copy/paste the error, the steps you followed, expected behavior?
Syed_Faisal 815 on at

Like (0)

Report

RE: Action Dialog button on Opportunity Form

Hi,

Anyone has answer to above question?
Syed_Faisal 815 on at

Like (0)

Report

RE: Action Dialog button on Opportunity Form

Hi Bala,

thanks for the code, i tried based on given instruction but i am getting error when opening a lead.

First i created JS, on the Form --> On the field even --> on change i have mapped the function Then created WF

but no luck,

FYI - Screenshot
Suggested answer

Community Member on at

Like (0)

Report
RE: Action Dialog button on Opportunity Form

Hi Syed

Step 1: Field On change write Js.

On change of that field trigger Js. Inside Js check the condition and makes the comments field required.

Step 2. On save workflow will trigger , and makes the opportunity as close.

Workflow entity is opportunity, trigger field change.

Workflow step , select if condition and checks the two option field value and comments contains data.

if condition satisfies, then in action select as Close opportunity and click on set properties. set the field values.

Activate the workflow.

Js Code :

fuction proposalonchange()
{
try
{
var proposalvalue = Xrm.Page.getAttribute("twooptionschemafield") != null ? Xrm.Page.getAttribute("twooptionschemafield").getValue() : null;
if( proposalvalue != null && proposalvalue == false)
{
var answer = confirmDialog("Do you want to close the Opportunity ? " );
if( answer == true)
{
//Comments Field
Xrm.Page.getControl("commentshemaname").setVisible(true);
Xrm.Page.getAttribute("commentshemaname").setRequiredLevel("required");
}
else
{
Xrm.Page.getControl("commentshemaname").setVisible(false);
Xrm.Page.getAttribute("commentshemaname").setRequiredLevel("none");
}
}

else
{
Xrm.Page.getControl("commentshemaname").setVisible(false);
Xrm.Page.getAttribute("commentshemaname").setRequiredLevel("none");
}
}
catch(ex)
{
alert("Exception in proposalonchange : " + ex);
}
Suggested answer

Mahendar Pal 45,095 on at

Like (1)

Report

RE: Action Dialog button on Opportunity Form

Yes, you can design your workfow as a child workflow and create a dialog where you can ask your set of question and further can use Call Child workflow to call your workflow.
Suggested answer

Temmy Wahyu Raharjo 2,914 on at

Like (0)

Report

RE: Action Dialog button on Opportunity Form

Hi,

I think you can use:

Xrm.Utility.confirmDialog("Are you sure want to close?", function(){ Xrm.Page.ui.close(); }, function() { console.log('cancel'); });

docs.microsoft.com/.../xrm-utility

docs.microsoft.com/.../gg327828(v=crm.5)
Syed_Faisal 815 on at

Like (0)

Report

RE: Action Dialog button on Opportunity Form

Hi,

Thanks for sharing workflow solution, this will work for us and also before closing opportunity, we want some question to be asked, can i use dialog option here?
Suggested answer

Mahendar Pal 45,095 on at

Like (1)

Report

RE: Action Dialog button on Opportunity Form

Hi,

You can't add button on the form, only possible option is to have a html webresource and create html button,there you can write a REST/Web Api request to close the opprotunity.

Apart from that you can automate this using simple workflow which can run on change of the field, and if it's no, you can close the opportunity,

github.com/.../releases