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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Workflows, business pr...
Microsoft Dynamics CRM (Archived)

Workflows, business process flow and dialogues: Theory and practice.

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Posted on by Hikmat Daghestani 170

Hello!

1- I was trying to update a field value in a business process flow (such as sales process) using a workflow. I do not want to update the process phase, but rather a single field value within. Is that possible without JS? If yes, how?

2- I learned that it is not possible to create prompt warning messages using workflows. Dialogues could've done the job but they can be activated only manually by the user which disqualifies them for this task. What are the alternatives to create prompt messages without JS? 

Thank you.

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  • ashlega Profile Picture
    ashlega 34,477 on at

    Hi Hikmat,

    For #1 - those fields are just fields.. Why doesn't it work with a workflow? Unless you want them to be updated without reloading the form. Did you try business rules?

    msdn.microsoft.com/.../mt639372.aspx

    For #2 - if you are looking for prompts, it's probably JS. Have a look at the notifications, though:

    www.powerobjects.com/.../dynamics-crm-alert-and-notification-javascript-methods

  • Hikmat Daghestani Profile Picture
    Hikmat Daghestani 170 on at

    Hi Alex,

    #1- I tried workflows, I couldn't find the field in the process line, only fields in the entity form. Business rules work only within a singel entity, they don't work between two entities. To clear up exactly what I want:

    Sales business process contains a field_1 which must be marked as "closed" in order to be able to go to the next process stage.

    Once field_1 is marked as "closed", another field_2 in the entity form will be marked as "business required".

    field_1 is usually marked by the user as "closed" after a quote record is created by the user.

    field_2 will contain the name of the mentioned created quote. So it's like a one-time loop, I don't want to allow the user to ignore filling field_2 so I wanted to create a workflow that would be activated once a quote is created, this workflow will fill field_2 with the quote's name and mark field_1 as "closed". Once field_1 is marked as "closed", an active business rule will take effect and a lovely red asterisk  will appear above field_2 which will prevent the user from leaving it empty.

    So, field_1 belongs to the business process stage and field_2 belongs to the entity. Field_1 does not appear if I open form editing mode. 

    The idea is a bit complex, I hope I made it clear enough.

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