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Hi,
I have added a Custom field (Multi OptionSet) to the Quick Create Close Opportunity Form , But when I add some Value in this field on Quick Create Close form and close it for example as Won, the custom field on Main Form on opportunity wont be updated (doesnt get the value).
Could anybody please help me?
Best regards
Hi Elpibato,
Because these two fields actually belong to two different entities.
In addition to workflow/flow/plugin, you could also run custom javascript function at OnSave event of Quick Create Close Opportunity Form to update the corresponding field of parent opportunity.
Just replace the first "new_testmultipleoptionset" with name of your own multiple option set of Close Opportunity entity, and replace the second with Opportunity's'.
function updateParent(executionContext) {
var formContext = executionContext.getFormContext();
var multiOpt = formContext.getAttribute("new_testmultipleoptionset").getValue();
var parentOpportunity = getParameterByName("id");
var data =
{
"new_testmultipleoptionset": multiOpt.toString()
}
Xrm.WebApi.updateRecord("opportunity", parentOpportunity, data).then(
function success(result) {
console.log("Updated");
},
function (error) {
console.log(error.message);
}
);
}
function getParameterByName(name, url) {
if (!url) url = parent.window.location.href;
name = name.replace(/[\[\]]/g, '\\$&');
var regex = new RegExp('[?&]' name '(=([^]*)|&|#|$)'),
results = regex.exec(url);
if (!results) return null;
if (!results[2]) return '';
return decodeURIComponent(results[2].replace(/\ /g, ' '));
}
Run updateParent function at OnSave event:
Note: To update parent opportunity properly, make sure value of multiple optionset of Close Opportunity can map to value of multiple optionset of Opportunity.
e.g:
Multiple optionset of Close Opportunity
Option 1 -> 1000
Option 2 -> 1001
Option 3 -> 1002
Multiple optionset of Opportunity(same)
Option 1 -> 1000
Option 2 -> 1001
Option 3 -> 1002
Regards,
Clofly
Hello,
That's mostly because opportunity and opportunityclose are different entities. If you want to transfer that multiselect optionset value you will have to design the workflow/flow/plugin that on close of opportunity will copy that field from opportunity close to parent opportunity.
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