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Hello,
I created a new field on the Opportunity form named "Annual Total" on which I have set a javascript file which adds a bunch of fields.
I have set the JS file to execute on OnSave method of the form.
Is there a way I can update this field for all the existing opportunities (Open and Closed)?
Thank you.
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Hi Syed,
This pop is not available for customization. If you are not familiar with JavaScript then it may be difficult for you to achieve it through HTMl web resource.
You could refer the below thread on the same topic and ry to implement the workaround mentioned. If you face any issue, open a new thread to get answer specific to your issues.
Hi Ravi,
Thanks for the reply, Please the attached screen.
On the Opportunity, When clicked on Close As Won, it brings up a small window.
Here need to extra add 2 Field as shown in images.
Could you please direct me easy way.
I can create HTML file and post on the web resources but i am not familiar with JavaScript code how to push update to the form.
Hi Syed,
What's the issue you are facing?
Hello,
Are you trying to customise close as won forms or updating some fields when the opportunity is closed?
This thread is for updating fields when the opportunity is closed.
Export the opportunities to Excel. Change the field value which needs to be updated. Import the records back in to CRM.
The field would be updated with the values.
Thank you.
Hi Huzefa,
Could you please share the steps the one which you did.
I am also trying to customize the close as won form but unable to do it.
Hello,
Appreciate your reply.
Updated the field by using Import/Export in Excel.
Worked fine.
Thank you.
Hi Huzefa,
The ondemand workflow runs on the records you have selected by click run workflow button on the entity home oage or entity form. There tools 'Bulk Workflow Execution [XRM Toolbox' which you can use to run a specifc ondemand workflow on the results returned by a fetchxml.
You may also need to check the state of the record and if it is closed then reopen, update and then close again. This is again something you need to check if this works for you cause re-opening and closing will trigger any plugins/ workflows you have in your system.
I think you first need to write you custom workflow and verify if it is working fine. Ince done then you can rtun it on all the other records.
You can refer the below sample to create the custom workflow activity.
msdn.microsoft.com/.../gg334455.aspx
Hope this helps.
Hello,
Thank you for the reply.
On demand workflow will update all existing records? Should it start when "Records are created"?
I tried doing it, where should I write my logic.
Logic contains addition and multiplication of some fields.
Hi Huzefa,
As you have done the calculation on save using JavaScript, it would only work when you manually open the record and save it. To update existing record, you need to write a custom workflow with the same calculation logic and run it as ondemand on all the existing records.
Hope this helps.
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