Changing the lead status into disqualified via SOAP request and some JS

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Hi all,

We are writing a customized solution to achieve certain functionality. We have stumbled across peculiar problem, and we weren't able to found a direct and clean solution / explanation online.

We are stuck somewhere around this piece of code:

<a:KeyValuePairOfstringanyType>");

request.push(" <c:key>Status</c:key>");
request.push(" <c:value i:type=\"a:OptionSetValue\">");
request.push(" <a:Value>3</a:Value>");
request.push(" </c:value>");

When implemented this function will set the lead status as 'Qualified Opportunity' but we want for function to set the different value.

How do we achieve that? And where is the list of Values that the function picks up?

Is this a good direction: http://www.xrmcoaches.com/2012/01/changing-the-lead-qualification-status-values/ ; look at chart at the bottom.

If it is, how do we set it up to set the lead status as lets say: 'Cannot Contact'

Thanks!

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a33ik 84,331 Most Valuable Professional on at

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Hello,

Open default solution -> Entities -> Lead -> Fields -> statuscode -> open that field. Choose disqualified in state code field and you will see all available values of status code for disqualified state code.

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Hi Andrii,

Thanks for the help. Your answer did help me figure out what value to call but it didnt resolve my problem.

Interestingly, the value I'm calling for is 100,000,006 and it simply doesn't work when I enter it.

Actually the entire code does not work except when the value is 3.

Any ideas why?

Let me give some context, I'm trying to recreate Jason Lattimer's solution into creating a 'Qualify button' button that will create account and contact without creating an opportunity. (as seen here: http://jlattimer.blogspot.cz/2014/09/qualify-leads-without-creating.html; Thanks Jason for the solution and know how).

Now, his solution qualifies the lead as it should, but it sets the status reason as: Qualified Opportunity. I guess this is piece of code is saying that:

<a:KeyValuePairOfstringanyType>");

    request.push("             <c:key>Status</c:key>");

    request.push("             <c:value i:type=\"a:OptionSetValue\">");

    request.push("               <a:Value>3</a:Value>"); //Qualified

    request.push("             </c:value>");

Now I wanted the same functionality and everything, but just to change the status code 'Not Qualified', i.e. to call the value 100,000,006 - and I cant make it work. :)

Thanks for the help!

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a33ik 84,331 Most Valuable Professional on at

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Please provide full code you use. Not only part you provided already.

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Here it is:

(All Credits go to Jason Lattimer - jlattimer.blogspot.cz/.../qualify-leads-without-creating.html)

function QualifyLead() {

var request = [];

request.push(" <s:Envelope xmlns:s=\"schemas.xmlsoap.org/.../envelope\">");

request.push(" <s:Body>");

request.push(" <Execute xmlns=\"schemas.microsoft.com/.../Services\" xmlns:i=\"www.w3.org/.../XMLSchema-instance\">");

request.push(" <request i:type=\"b:QualifyLeadRequest\" xmlns:a=\"schemas.microsoft.com/.../Contracts\" xmlns:b=\"schemas.microsoft.com/.../Contracts\">");

request.push(" <a:Parameters xmlns:c=\"schemas.datacontract.org/.../System.Collections.Generic\">");

request.push(" <a:KeyValuePairOfstringanyType>");

request.push(" <c:key>LeadId</c:key>");

request.push(" <c:value i:type=\"a:EntityReference\">");

request.push(" <a:Id>" + Xrm.Page.data.entity.getId() + "</a:Id>");

request.push(" <a:LogicalName>lead</a:LogicalName>");

request.push(" <a:Name i:nil=\"true\" />");

request.push(" </c:value>");

request.push(" </a:KeyValuePairOfstringanyType>");

request.push(" <a:KeyValuePairOfstringanyType>");

request.push(" <c:key>CreateAccount</c:key>");

request.push(" <c:value i:type=\"d:boolean\" xmlns:d=\"www.w3.org/.../XMLSchema\">true</c:value>");

request.push(" </a:KeyValuePairOfstringanyType>");

request.push(" <a:KeyValuePairOfstringanyType>");

request.push(" <c:key>CreateContact</c:key>");

request.push(" <c:value i:type=\"d:boolean\" xmlns:d=\"www.w3.org/.../XMLSchema\">true</c:value>");

request.push(" </a:KeyValuePairOfstringanyType>");

request.push(" <a:KeyValuePairOfstringanyType>");

request.push(" <c:key>CreateOpportunity</c:key>");

request.push(" <c:value i:type=\"d:boolean\" xmlns:d=\"www.w3.org/.../XMLSchema\">false</c:value>");

request.push(" </a:KeyValuePairOfstringanyType>");

request.push(" <a:KeyValuePairOfstringanyType>");

request.push(" <c:key>Status</c:key>");

request.push(" <c:value i:type=\"a:OptionSetValue\">");

request.push(" <a:Value>3</a:Value>"); //Qualified

request.push(" </c:value>");

request.push(" </a:KeyValuePairOfstringanyType>");

request.push(" </a:Parameters>");

request.push(" <a:RequestId i:nil=\"true\" />");

request.push(" <a:RequestName>QualifyLead</a:RequestName>");

request.push(" </request>");

request.push(" </Execute>");

request.push(" </s:Body>");

request.push(" </s:Envelope>");

var serverUrl = Xrm.Page.context.getClientUrl() + "/XRMServices/2011/Organization.svc/web";

var req = new XMLHttpRequest();

req.open("POST", serverUrl, false);

req.setRequestHeader("Accept", "application/xml, text/xml, */*");

req.setRequestHeader("Content-Type", "text/xml; charset=utf-8");

req.setRequestHeader("SOAPAction", "schemas.microsoft.com/.../Execute");

req.onreadystatechange = function () {

if (req.readyState == 4) {

if (req.status == 200) {

var response = req.responseXML;

var id = $(response).children(":first").children(":first").children(":first").children(":first").children("a\\:Results").children("a\\:KeyValuePairOfstringanyType").children("c\\:value").children(":first").children("a\\:Id").text();

Xrm.Utility.openEntityForm("account", id);

}

}

};

req.send(request.join(""));

}

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a33ik 84,331 Most Valuable Professional on at

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This is the code written with Jason and I believe it works. I asked you to provide code that you modified for your need and that doesn't work.

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Well actually I used the same thing.

Just assumed that changing this bit would do the trick:

request.push(" <c:key>Status</c:key>");

request.push(" <c:value i:type=\"a:OptionSetValue\">");

request.push(" <a:Value>100,000,006</a:Value>"); //Qualified

request.push(" </c:value>");

thats it. I tried with value 1, and 2, and nothing.

Thats it.

I didnt change anything else.

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Full code:

function QualifyLead() {

var request = [];

request.push(" <s:Envelope xmlns:s=\"schemas.xmlsoap.org/.../envelope\">");

request.push(" <s:Body>");

request.push(" <Execute xmlns=\"schemas.microsoft.com/.../Services\" xmlns:i=\"www.w3.org/.../XMLSchema-instance\">");

request.push(" <request i:type=\"b:QualifyLeadRequest\" xmlns:a=\"schemas.microsoft.com/.../Contracts\" xmlns:b=\"schemas.microsoft.com/.../Contracts\">");

request.push(" <a:Parameters xmlns:c=\"schemas.datacontract.org/.../System.Collections.Generic\">");

request.push(" <a:KeyValuePairOfstringanyType>");

request.push(" <c:key>LeadId</c:key>");

request.push(" <c:value i:type=\"a:EntityReference\">");

request.push(" <a:Id>" + Xrm.Page.data.entity.getId() + "</a:Id>");

request.push(" <a:LogicalName>lead</a:LogicalName>");

request.push(" <a:Name i:nil=\"true\" />");

request.push(" </c:value>");

request.push(" </a:KeyValuePairOfstringanyType>");

request.push(" <a:KeyValuePairOfstringanyType>");

request.push(" <c:key>CreateAccount</c:key>");

request.push(" <c:value i:type=\"d:boolean\" xmlns:d=\"www.w3.org/.../XMLSchema\">true</c:value>");

request.push(" </a:KeyValuePairOfstringanyType>");

request.push(" <a:KeyValuePairOfstringanyType>");

request.push(" <c:key>CreateContact</c:key>");

request.push(" <c:value i:type=\"d:boolean\" xmlns:d=\"www.w3.org/.../XMLSchema\">true</c:value>");

request.push(" </a:KeyValuePairOfstringanyType>");

request.push(" <a:KeyValuePairOfstringanyType>");

request.push(" <c:key>CreateOpportunity</c:key>");

request.push(" <c:value i:type=\"d:boolean\" xmlns:d=\"www.w3.org/.../XMLSchema\">false</c:value>");

request.push(" </a:KeyValuePairOfstringanyType>");

request.push(" <a:KeyValuePairOfstringanyType>");

request.push(" <c:key>Status</c:key>");

request.push(" <c:value i:type=\"a:OptionSetValue\">");

request.push(" <a:Value>100,000,006</a:Value>"); //Qualified

request.push(" </c:value>");

request.push(" </a:KeyValuePairOfstringanyType>");

request.push(" </a:Parameters>");

request.push(" <a:RequestId i:nil=\"true\" />");

request.push(" <a:RequestName>QualifyLead</a:RequestName>");

request.push(" </request>");

request.push(" </Execute>");

request.push(" </s:Body>");

request.push(" </s:Envelope>");

var serverUrl = Xrm.Page.context.getClientUrl() + "/XRMServices/2011/Organization.svc/web";

var req = new XMLHttpRequest();

req.open("POST", serverUrl, false);

req.setRequestHeader("Accept", "application/xml, text/xml, */*");

req.setRequestHeader("Content-Type", "text/xml; charset=utf-8");

req.setRequestHeader("SOAPAction", "schemas.microsoft.com/.../Execute");

req.onreadystatechange = function () {

if (req.readyState == 4) {

if (req.status == 200) {

var response = req.responseXML;

var id = $(response).children(":first").children(":first").children(":first").children(":first").children("a\\:Results").children("a\\:KeyValuePairOfstringanyType").children("c\\:value").children(":first").children("a\\:Id").text();

Xrm.Utility.openEntityForm("account", id);

}

}

};

req.send(request.join(""));

}

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a33ik 84,331 Most Valuable Professional on at

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Replace line

request.push(" <a:Value>100,000,006</a:Value>");

with line

request.push(" <a:Value>100000006</a:Value>");

The point is this value is in and commas are added just for visualization.

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Is it that you have mixed up Status (statecode) with Status Reason (statuscode)?

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Andrii, thanks, but this does not work. I already tried it, and tried with values 1 and 2.

It only works with Value 3.

Any other ideas? Maybe statecode should be changed as well somehow?

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