Desactive WPF in CRM 365

(0) Share

Report

Posted on by Ricardo Rodrigues d...

694

Dears, good morning,

I have the following case in my organization.

Upon completion of a custom activity, I gain the Opportunity by changing the Status to Earn, but the Enterprise Workflow remains active.

Can I lose the business process flow in any way via javascript or the same flow?

Tanks

I have the same question (0)

All responses (5)

Answers (0)

cloflyMao 25,210 on at

Like (0)

Report

Hi Ricardo,

1. How do you check whether a custom activity has been completed?

2. Do you mean upon completion of a custom activity, the regarding Opportunity would be closed as Won(earn in you description)?

3. Is step 2 implemented using a workflow? (It would be helpful if you could let me know what the "but the Enterprise Workflow remains active" means.)

4. What does "lose the business process flow" mean? Would you like to hide it when the opportuntiy status had been set to Earn?

5. Would your title "Desactive WPF" actually means "Desactive business process flow"?

Regards,

Clofly

Was this reply helpful? Yes No
Ricardo Rodrigues d... 694 on at

Like (0)

Report

Hello good day,

Thanks for the reply, come on.

1- I wait until the Status is completed.

2- That's right, after completing the activity I change the Opportunity Status as Win or Lost.

3 - Losing the business process flow means putting it as aborted or terminated depending on the Status.

4 - Yes, inactive means the business process flow of that opportunity.

Tanks

Was this reply helpful? Yes No
cloflyMao 25,210 on at

Like (0)

Report
Hi Ricardo,

I thought you could hide BPF by javascript directly.

function hideBPF(executionContext) { var formContext = executionContext.getFormContext(); var formType = formContext.ui.getFormType(); // Check whether current opportunity has been closed. if (formType == 3 || formType == 4) { formContext.ui.process.setVisible(false); } // Hide BPF by Opportunity status // var status = formContext.getAttribute("statecode").getValue(); // if (status == 1 || status == 2) { // formContext.ui.process.setVisible(false); // } }

After an opportunity has been closed as Won or Lost, the form will be read-only,

then we can hide BPF by the form type.

Another option would be that we check current opportunity status,

1 equals Won, 2 equals Lost.

Regards,

Clofly

Was this reply helpful? Yes No
Ricardo Rodrigues d... 694 on at

Like (0)

Report

Hello Clofly Mao good morning,

Thanks for the feedback, I had researched this code.

Yes, I could hide it, but the user needs to see the answers to each question, as this needs to disable / disable Business Process Flow, understand?

I need to see a way to do this without having to develop a plug-in, because via workflow I can't perform this action.

hug

Was this reply helpful? Yes No
cloflyMao 25,210 on at

Like (0)

Report
Hi Ricardo,

If you're working in UCI, then you could take below code as reference:

function onLoad(excontext) { var formContext = excontext.getFormContext(); var formType = formContext.ui.getFormType(); // Check whether current opportunity has been closed. if (formType == 3 || formType == 4) { formContext.data.process.addOnPreStageChange(myFunction); } } function myFunction(excontext) { var alertStrings = { confirmButtonLabel: "Ok", text: "The opportunity has been closed.", title: "Notice." }; var alertOptions = { height: 150, width: 250 }; Xrm.Navigation.openAlertDialog(alertStrings, alertOptions).then( function success(result) { console.log("Alert dialog closed"); }, function(error) { console.log(error.message); } ); excontext.getEventArgs().preventDefault(); return false; }

If the current opportunity form is read-only, bind OnPreStageChange event to BPF,

then prevent user to move to next/previous stage by excontext.getEventArgs().preventDefault();

while user can still see other stages fields.

Regards,

Clofly

Was this reply helpful? Yes No