Adding Drop down list to Accounts info general

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Posted on by Dean at C-Pac

I would like to add a drop down box to record phone call attempts. The list would be:

No answer, bad number, contacted, etc.

On change this would provide the outcome, user and date of the call on the General Tab of the Account information window for easy reference and I would need to be able to search it to make a report of calls and immediate outcome.

Can this be done or should I have my 3rd party do it?

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Community Member Microsoft Employee on at

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Re: Re: Re: Re: Re: Adding Drop down list to Accounts info general

Hi Dean,

I would probably do this with a workflow, as I don't have a good handle on writing scripts (some other forum members may be able to comment on that).

To do this in a workflow:

goto Settings -> Workflows -> New

give it a name and select Account as the entity from the dropdown, click OK

Set scope to organisation check the Start When: Record Attributes Change; click the select button and check your new picklist attribute. I would also check the run on demand check box to help with testing

in the bottom half of the form, select the first row and on the action bar click Add Step and select Update Record

you can then click the set properties button that should appear and you can put the values that you want into the new fields that you have created e.g. modified by into the Modifiedby and modified on in the modifiedon field

You should have a play around with this because you can do conditional workflow and a whole range of neat stuff.

cheers

John
Dean at C-Pac 65 on at

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Re: Re: Re: Re: Adding Drop down list to Accounts info general

Hi Hank

Ok, I have the attributes added successfully. Now I need a script. I have three attributes added: Picklist, Modifiedby, Modifiedon. What I need is a script to put in the Picklist attribute onchange that will put the date in the modifiedon field and another that will put the current user in the modifiedby field.

Is this anywhere near what I need?

{switch (crmform.all.modifiedon.DataValue)

{var = newDate()

break;

}

This is as close as I can figure out from my searching. Feel free to LOL if needed.

Thanks

Dean
Dean at C-Pac 65 on at

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Re: Re: Re: Re: Adding Drop down list to Accounts info general

Excellent

thanks Hank

Dean
Community Member Microsoft Employee on at

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Re: Re: Re: Adding Drop down list to Accounts info general

Hi Dean,

Have you added the new attribute? If you go to Settings -> Customization -> Customize Entities and open the Account entity, click on Attributes in the left hand navigation pane and then New from the action bar.

Once you have created and published the new attribute, it will appear in the form editor.

cheers
Hank
Dean at C-Pac 65 on at

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Re: Re: Adding Drop down list to Accounts info general

Thanks Sam

I know I need a work flow to do this. I just cannot figure out how to add the field to the account general tab. When I try to add the field to the account entity it only gives me an option of using a preexisting field like address1 or something. I need a user defined field that I can then format with a list of responses to choose from that I designate. Then I need to add the user field and the date onchange field.

I know I am missing something, I just can't figur out what it is. Thanks for your help.

Dean
Inogic 24,102 on at

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Re: Adding Drop down list to Accounts info general

Hi Dean,

You can create the workflow on update of the phonecall dropdown list and update the Account records with the according values.

Also you can do it by the plug in or by the javascript.

Thanks!

Sam