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Complex Dialog on UCI

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Posted on by mystictapion

Hi, good night.

So, i have a dialog, which is executed when I click on a button of form of quote (ribbonworkbench - button / custom javascript to call dialog).

This dialog has a page with some queries and 'prompts and responses' and depending of answer, do some things (create records, send email, update an active quote, change record status, call workflows...).

I have read and saw something like canvas app/flows, but i don't know if it's gonna work.
It's a complex dialog, for this reason, what's the best approach to do this on UCI?

Thanks!

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a33ik 84,331 Most Valuable Professional on at

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Hello,

Everything depends on what are you good at. I'm good in development so I choose to develop dialogs using Html/Js/React/Office Ui Fabric (btw I plan to publish video and blog post the next week on how I do it so if you're interested in - submit to my blog and youtube channel).

If you're good in Canvas Apps/Power Automate (this is how it is called now) you can use it.

Everything depends on your skillset and your scenario.

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mystictapion 15 on at

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So, i know nothing about canvas/power automate/flows.

But customer tell to us to try with crm functionalities. And in last case, if not capable of do it, then we'll do with custom solutions.

Then, is it possible to do just with crm funcionalities, right? If yes, i have to learn about.

My doubts are:

1 - Can you do with just 'flows'?

2 - Can you do with just 'canvas'?

3 - Canvas can be used outside of form, or even with a quote active?

4 - How would you do, using just crm funcionalities?

Scenario is basically:

1. A custom button on form to open dialog or something to run.

2. Prompt and response.

3. Update/create records related, update quote (active or not), send email, run other workflows.

Btw, your tips in this forum saved me lot of times :P

About dialog, depending of you tell if can be done with supported way or not, we'll discuss with customer another solution.

Thanks!!

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a33ik 84,331 Most Valuable Professional on at

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I can't consider my self as a huge CanvasApps/Power Automate expert but I believe that everything I will say is correct:

1. You can do data manipulation part using Power Automate. It's possible to call "On-Demand" Flows if you compose "On Select" type of flow but if you want to call it by the lick of custom button - you will have to do a little JS. Here are some posts that can be helpful:

docs.microsoft.com/.../connection-cds

www.crminnovation.com/.../

2. You can open Canvas Apps based on url in dialog and you would be able to do whatever you need with CDS data using CDS Connector.

3. I don't think there is a way to edit quote in active state from any place (either Power Automate, Canvas Apps or rough code).

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mystictapion 15 on at

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I'll ask to customer to 'turn on' power automate, because in admin website is disabled and i can't see on forms.

In meantime, i'll read about these 2 points.

About point 3, i mean, it's working, for example:

If Quote:Status in [Closed;Won;Active], then:

Change record status to: Quote In Progress

This condition is in dialog, and after this we can update quote.

So, when we're ready to test, i let you know if can do everything of old dialog on new way.

Thanks!!

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a33ik 84,331 Most Valuable Professional on at

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If my reply answered your question take a minute and click "Yes" under "Did this answer your question?"

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