defaulting values in prompt and response (single line of text)

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Posted on by Brian Geraghty

2,040

so,

I have a dialog which allows salespeople to request (on behalf of their clients) that a subscription (custom entity) be cancelled. Essentially, the dialog should walk the salespeople through that process. What I want to do is either allow sales people to create a store credit or request a refund. In this step the salesperson must specify the amount of the store credit (if they go this route) but I would like to default it to the initial amount of the subscription. Problem being that using an integer in the dialog's prompt & response, it does not appear to be possible (unless I'm doing something wrong) to default an integer into that field. Am I indeed doing something incorrectly? or is this not something that's currently available in CRM? They are on prem CRM 2011 fwiw.

thanks,

~Brian

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Shaheen Sharafuddin 860 on at

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Hi Brian,

I didn't get what you are trying to do here. What I understood is that you want to set the default value in the prompt and response and set the value into a field. for that you can follow the steps below:

In Prompt and Response there is a section for Response Details. There you can specify the Response Type as Single Line and Data Type as Integer. Also you can Set the default value.

The only thing you have to do is to update the entity in which the field you want to set, with the Response Value that you get from Prompt and Response.

Hope it was helpful.

Regards,

Shaheen

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Brian Geraghty 2,040 on at

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Hi Shaheen,

I'm not trying to push the value from a dialog to an entity, I'm trying to get an Single Line/Integer or float field to pull data from an existing record and display it so that when a user arrives at that screen via the dialog, it will default the amount (dollars) from the record. Sounds like it should be a float, and not an integer anyway, but the problem persists.

Just to be clear:

1) Salesperson gets a request to cancel a subscription from a client and opts to give them a store credit

2) Salesperson finds the contact (in CRM), locates the subscription from there and initiates a dialog to cancel it. The subscription had an initial price on it based on when the user bought it.

3) Salesperson indicates through the dialog reasons for cancellation and indicates the amount of credit the contact will receive based on the age of the subscription (I bought a year's worth, and only used 2 months, for instance).

In that step, I want to default the amount of credit to the inital price of the subscription so that the salesperson understands what amount the credit will not exceed.

does that make more sense?

The issue is that even if I were to add in the variable from the form assistant on the 'prompt & response' with a field type of integer/float when I run the dialog it will not populate when I run the dialog. I even did a test where in that same step (page) I added all three Single Line types and the onyl one that populated was the text. Neither the float, nor the integer populated. Hence the question. I have to use a number because in the next step I run a compare (if/then) to ensure they have not created a credit for more than the initial amount of the subscription.

Hopefully that offer more insight into what I'm trying to do. Thanks for your response.

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Shaheen Sharafuddin 860 on at

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H6787.pr2.jpg"449" width="784" src="/api/data/v9.1/msdyn_richtextfiles(EAC432EF-BD1C-4BC0-914E-3E48D32FF331)/msdyn_imageblob/$value?size=full" border="0" />

This screen is a test dialog done on Opportunity to get the default integer value on Response.

Run the dialog and in the next screen you can see the value getting populated in the dialog:

As you can see if you want you can use this data to compare the values in the next page.

Hope I am helpful.

Regards,

Shaheen

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Shaheen Sharafuddin 860 on at

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Hi Brian,

I got your problem.

The problem is you are trying to bring the currency field value to an integer or a float field which is not possible. It is because of the "$" or whichever currency your are using. Thats the reason the text field value is populating.

I will try something and get back to you.

Regards,

Shaheen

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Brian Geraghty 2,040 on at

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Ahh, gotcha. I was going to say, here is the evidence. What you say makes sense, but it also seems as though MS would have considered this.

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The problem is as previously mentioned, that the dialog does not know of the type money.

But, Dialog Variables do know.

If you create a dialog variable of type float and assign it with the default value from the currency field, and then in the prompt and response you assign the default value, the newly created variable it should work.

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I have a solution that I think may work for you Brian.

Create a variable in the dialog of type float and then assign it the value from the record you're working on dynamically in the dialog.

Then use this variable value in the default value box in the prompt-response in place of the dynamic value from the currency field on your form. This will then display the value as a float number in the dialog, which I find is better than adding it to the text (or as a Tip).

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