Workflow and JavaScript on same BPF stage

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Posted on by Aneeqa Pervaiz

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Hey

Just wondering how a JS and WF would work out if used on the same BPF stage.

I have fields in my BPF - A, B, and C.

1. B remains a hidden field by script.

2. When A is filled in, B will become visible and editable.This is also by script.

3. When B is filled in and the task complete, I want C to be marked off as complete.

I am using script to hide B initially, and ensure that it becomes visible when A is filled in. Now I want to ensure that when the task in B is complete, C would be marked off as complete . I was trying to do a workflow which would check if B is complete, so it can mark C off as complete.

But my workflow is not running like it should.. Is there anything I should change?

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H V 351 on at

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Hi,

As per my understanding, you are triggering a workflow on field B change or on complete.

Once you will save a record then Workflow will call.

Workflow doesn't call when you change tye field, but workflow will call when you change the field and save the record.

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Aneeqa Pervaiz 240 on at

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Yes, I am triggering a workflow when Field B is complete.

1. So, I fill in field B. Save the record,.

2. Then, I wait for the task entered in B to be completed. Field B is activity basically.

3. So, when that task in Activity entity is complete, the field C should be marked off as complete.

But, the wf does not trigger when the activity completes. My workflow checks the condition - of the activity status of B - and if its complete, then C should be marked off as complete.

I just wanted to know if there should be any change i should make to my workflow.

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Satish Tiwari - CRM on at

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Hello,

You can use Business rule as well for this scenario and in below article you can find more details -

docs.microsoft.com/.../create-business-rules-recommendations-apply-logic-form

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Wahaj Rashid 11,321 on at

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Hi Aneeqa,

If I understood correctly, you are creating an activity record when field B is filled on an Entity A.

Once Activity is completed (closed), you want to set field C's value (as completed) on Entity A.

In this scenario, you can either use a Business Rule or Workflow to do the job.

As you said, it is not working, to troubleshoot, can you please share a screenshot of your workflow configuration?

Also, is it a Real-time or Background workflow? And on which entity it is triggered?

Pleas note, if workflow is trigger on Activity entity's completion, field C value will change in background, user need to refresh/re-open the form in order to see update value in field C.

Please share more details on your workflow.

Best,

Wahaj

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Aneeqa Pervaiz 240 on at

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Hey Wahaj,

So my workflow is still not working. I initially changed it to real-time workflow. But that was causing problems across the environment. The records would not save/give an error on performing any task.

I have tried my workflows on both Entity A (Opportunity) and the activity entity. Attaching configurations for both. Can you let me know what would be the problem here.

My main entity where the BPF is located - Opportunity.

Stage where the workflow will be applied - Introduction

In the Introduction stage - there is field Introduction Type which has different options.

Based on chosen option - a link field becomes visible - this is done by script.

The link field that becomes visible is looking upto activity entity. The only three activity types used are Appointment, Phone Call, Email

When the link field (field B) is filled in and when that activity is complete, I want the third field (Introduction completed) to be marked off as complete.

Attached are two workflows for Appointment option.

1) Workflow on Activity type entity (Appointment):

2) Workflow on main entity (Opportunity):

A workflows both ways is not running like it should.

Would appreciate any help on this.

Thank you.

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Wahaj Rashid 11,321 on at

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Hi Aneeqa,

Let's do it this way:

Uncheck "Automatically delete completed workflow jobs". This way, you can troubleshoot if the workflow triggered on the correct event or not, secondly, you can see what happened during the execution (validate if conditions).

I noticed your workflow is created for the Appointment entity, however, in the condition, your condition says "Introduction Type=Phone Call".

Let me know the results of the execution.

Furthermore, please note, you have to wait for the back-ground workflow to be completed. This means you won't see changes to this field instantly and you had to refresh the form or re-open the form to see the results (once workflow executed successfully).

For the best user experience, I would suggest the following:

The user selects the intro type and activity created accordingly.

The user marks the activity as closed (in the activities tab or timeline), a real-time workflow updates the status field on the Opportunity.

You need to create 3 real-time workflows (for each activity type), and on completion simply update the related opprtunity.

As you said, real-time workflows are not working for your environment, you are better to judge your environment, however, feel free to discuss.

Try these solutions, and let me know.

Happy to help you.

Best,

Wahaj

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Aneeqa Pervaiz 240 on at

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Hello,

Turns out it was the error of mistakenly choosing Phone Call on the Appointment entity. My workflows are running smoothly now. However, the suggestions were awesome, and I will keep them in mind for future purposes.

Thanks a bunch!

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Wahaj Rashid 11,321 on at

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Hi,

I'm glad it worked out.

Stay safe,

Wahaj

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