Directing users to perform specific actions

(0) Share

Report

Posted on by tbarczak05

Hi there,

First time posting in the community. As a rookie D365 administrator/designer, I researched as much as possible beforehand but couldn't find the right solution.

My ultimate goal is to direct the user to save an Opportunity record before proceeding to additional tabs.

When the lead is qualified, the Opportunity record is auto-created. The user will fill out details on the opportunity record and sometimes proceed to other stages (AKA /Tabs/ labeled according to the BPF Sales Stage)

Before they proceed to additional tabs, I would love to have an on-screen prompt to tell them what to do. If this isn't feasible then using the show/hide method would suffice. I'm not super familiar with Java and still learning how to best us the /Events/ feature within a field.

Any help or suggestions would be greatly appreciated!!

-TB

Categories:

Leads or Opportunities

All responses (3)

Answers (0)

Leah Ju Microsoft Employee on at

Like (0)

Report

Directing users to perform specific actions

Hi Tim,

Has the issue been resolved?

Have there been any updates? Please feel free to ask me any questions you may have!
If it has been resolved, can you mark the response as an answer?
Suggested answer

Leah Ju Microsoft Employee on at

Like (0)

Report
Directing users to perform specific actions

Hi Partner，

If you need, you can refer to the following steps to use js on the opportunity form:

1.Js code:

function onload(executionContext) { var formContext = executionContext.getFormContext(); // Register event handler on Process Stage Change formContext.data.process.addOnStageChange(onStageChange); } function onStageChange(executionContext) { // Show notification Xrm.Navigation.openAlertDialog({ text: "You need save current opportunity before moving stage " }); }

2.New web resource:

3.Go to Opportunity > Form > form properties:

--Add this web resource:

--Add two functions to onload event:

4.Save and publish.

I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
Regards,
Leah
Suggested answer

Leah Ju Microsoft Employee on at

Like (0)

Report

Directing users to perform specific actions

Hi Partner,

1.You said: My ultimate goal is to direct the user to save an Opportunity record before proceeding to additional tabs.

Auto-save feature can help you without any coding.

https://learn.microsoft.com/en-us/power-apps/maker/model-driven-apps/manage-auto-save#how-auto-save-works

--Auto-save helps app users focus on their work without having to manage saving data in the form.

--By default all main forms for Updated tables and classic tables will have auto-save enabled. After a row is created (initially saved), any changes made to a form will automatically be saved thirty seconds after the change is made.

2.other stages (AKA /Tabs/ labeled according to the BPF Sales Stage)

--Is this the one marked on my screenshot?

1)addOnStageChange

-- it will be called when the business process flow stage changes

https://learn.microsoft.com/en-us/power-apps/developer/model-driven-apps/clientapi/reference/formcontext-data-process/eventhandlers/addonstagechange

3.an on-screen prompt：

1)openAlertDialog

--Displays an alert dialog containing a message and a button.

https://learn.microsoft.com/en-us/power-apps/developer/model-driven-apps/clientapi/reference/xrm-navigation/openalertdialog

Please refer to the following link, which provide one code example:

https://rajeevpentyala.com/tag/stage-name/

I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
Regards,
Leah