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I am new to Dynamics and need help, I created a custom status field in an entity which is an option set with four different values and default value is set as open ,I am using this field both on the form header and also on Business process flow on the same entity.My question here is, I wanted to display error message like need to set the status field value as won or lost before finishing the final stage of the BPF. can someone help me with this.Tried with BPF but as its the same field so not able to do it.
Thanks in advance,
Kind regards,
Radhika
Hi,
you have a custom field(on the opportunity entity I suppose), which is displayed both on form and on the BPF.
So i think that your problem here is that when an opportunity is closed (as won or lost i don't mind), your custom status field is not "synchronized" (as the opportunity closed cannot be edited).
So my solution here is, forget about the error message, just use a workflow to create a process that triggers on the system status fields change and then updated and "synchronized" your custom status.
something like this:
You can then add a condition like
If status equals won then
Update Opportunity, set custom status to won ecc.
Hope it helps
Marco
Hi Marco,
Could you kindly explain me in detail regarding the workflow.
Yes I tried.
Hi, I'm afraid that is not possible OOB but maybe others will help.
Anyway, you can create a sync plugin to execute on the finish and if the status is still open an error will be thrown.
Hi Miguel,
On the above fig, you see the same status field on the header and on the BPF, if I click finish on the Stage then it automatically finishes the process and record is created but still we can see the status as open (not won/lost) and my intention is to show an error message to the user to select either won or lost before finishing the flow.
Hope you got my point now :)
Hi Radhika,
What exactly have you tried?
Can you paste what you did?
Regards,
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