Phone Call - Dynamically change activity's status

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Posted on by irenegr

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Hello,

I've added a custom two-options field in the phone call form, where user can select if the phone call is Completed or Scheduled.
The requirement is that when user selects 'Completed', the Activity status of the phone call should automatically change to 'made' and the user shouldn't have to manually close the activity via the dialogue.

I've made a workflow where I change status to 'Made' if user has selected 'Completed' but it does not seem to work.

Any help would be much appreciated.

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Bipin D365 28,983 Moderator on at

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Hi,

Can you use Change status option instead of update record in workflow.

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irenegr 165 on at

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I use 'change status'

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Rawish Kumar 13,758 on at

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Could you please check the process sessions of the workflow and check last run. if not there try triggering it again.

see if something is failing there?

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Kokulan 18,054 on at

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On top of what others have already suggested, make sure the workflow scope is set to Organisation level and also make sure the workflow is set to trigger on the two options field value change. Could you share a screenshot of your workflow?

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Community Member on at

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Hi irenegr,

1.workflow.

You can create a workflow to change status when field value has changed with ‘completed’

You can go settings > System Job to see running details of the workflow.

Through test, I notice that the workflow only run when record create, though option field change, it can’t trigger the workflow.

So if you want to change status when option field change, add Js code to onChange event is a good way.

2.JS

(1) JS code.

function setState(executionContext) { var formContext = executionContext.getFormContext(); var option = formContext.getAttribute("new_selectstatus").getValue(); if(option==true) { Xrm.Page.getAttribute("statecode").setValue(1); } }

(2) Add your JavaScript code in a Script web resource.

(3) Add an OnChange event with this Script web resource to the Phone call entity form.

(4) Test

Regards,

Leah Ju

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