Contract Status Reason Issue

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Posted on by zmk

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Hello,

I have added a status reason "Freeze" under "On Hold" Status for the contract Entity. I am changing the status using a dialog .But the status reason is changing to the OOTB on "On Hold" and not to the "freeze".

Does this mean the status reasons are fixed fir the contract entity ? How can I achieve my requirement ?

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Hi!

It's not enough to update the entity status (CRM will pickup the default one). You should try changing fields pair - status + status reason.

Hope it helps

Please mark it As Answered or Verified if it did help you.

Thanks

Vlad

http://dynamicalabs.com/

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zmk 792 on at

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Hi Vladimir,

I am changing the pair through a dialog. I have a dialog that changes the status-status reason from Active-Active to OnHold-Freeze but the system is changing the pair from Active-Active to OnHold-OnHold which is the OOTB pair. May be in the contract entity the custom status reasons doesn't apply

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Hi zmk,

i dont know why it doesnt respect your behaviour, probably when you change state there is some automation which move status reason to hold.

You could try two approach.

1) Throught workflow, change first status-status reason to OnHold-OnHold, then to OnHold-Freeze (maybe it will ignore the 2nd OnHold change)

2) If approach 1) fails you could go through plugin:

SetStateRequest req = new SetStateRequest(); req.EntityMoniker = new EntityReference(entityName, entityId); req.State = new OptionSetValue(stateCode); req.Status = new OptionSetValue(statusCode); crmService.Execute(req);

Hope it helps!

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Francesco Picchi

Microsoft Dynamics CRM Consultant, Bologna+Milano, ITALY

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