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Hi I have a Question
How to Create a Task in Timeline upon Selection on Two Option Set "Yes"
Is there a way by Javascript or Workflow will Help
Please let me know, thanks in advance
Scinario ---
I have Two Options field
and I want after selecting Yes a New Task Should be created .
Thank You
Hi Sid Desh,
You could create a on change event on your Two Options field with the following code(My regarding type is account):
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function addTaskOnChange(executionContext){
var formContext = executionContext.getFormContext();
var optionValue = formContext.getAttribute("new_addtask").getValue();
var accountId = formContext.data.entity.getId().replace("{","").replace("}","");
if(optionValue){
var data = {};
data.subject = "My New Task";
data["regardingobjectid_account@odata.bind"] = "/accounts(" accountId ")";
Xrm.WebApi.createRecord("task", data).then(
function success(result){
// refresh timeline
formContext.getControl("Timeline").refresh();
// do something
},
function fail(error){
console.log(error.message);
}
);
}
}
Result:
Hi,
You can achieve same using JavaScript and in JavaScript add condition to check the two option set field value if it is yes then run below code.
// define the data
var data =
{
"subject": "Sample task",
"description": "Some sample data",
"regardingobjectid_opportunity@odata.bind":"/opportunities(GUID)"
}
// create account record
Xrm.WebApi.createRecord("task", data).then(
function success(result) {
console.log("Task created with ID: " result.id);
// perform operations on record creation
},
function (error) {
console.log(error.message);
// handle error conditions
}
);
When we set the regarding object id value then task will automatically appear in Timeline for respective entity as shown below:
You can achieve same by using Workflow:
In workflow tick the Field Change and Record Created property and add Check condition if two option set field value is yes then create task as shown below:
same functionality you can achieve through plugin as well as Power Automate.
Thanks,
Pradeep.
Please mark this as VERIFIED it it helps.
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