Hi all,
I'm looking at updating a field on one of our custom entities. It's a simple field that I wish to update. Basically the criteria is:
If field x from contact entity contains data, change field y in our custom entity, from its default, "no" to a yes.
I have this functioning with a workflow, however in order to see that the field has been updated, you'd need to perform a refresh of the page, which isn't viable for our CS staff.
Thanks all in advance
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Actually, you can simply do this:
- in the grid onload, use gettotalrecordcount to see if there are contact records
- then set you yes/no field to yes if there are records
No need to refresh(may still want to keep the workflow if a contact's parent is updated through the contact form)
If you are adding a contact through a subgrid, then you might try this:
- make your workflow a real-time workflow(if it's not)
- add grid onload event - just refresh data on the form:
[View:https://msdn.microsoft.com/en-us/library/dn932126.aspx#BKMK_GridControlOnLoadEvent]
(For the refresh, check this:
[View:https://msdn.microsoft.com/en-us/library/dn481607.aspx#BKMK_refresh] )
Hi,
You could try writing a Javascript on-load of the form of the custom entity.
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function onLoad() {
var x = Xrm.Page.getAttribute("xattributename").getValue(); //Get the value of the attribute x
if (x != null) {
Xrm.Page.getAttribute("yattributename").setValue(true); // Set the value of the two option attribute y
}
}
Hope this helps.
Thanks for your reply Alex.
Ah, I see. So the minute the contact record is added to the custom entity, and if that contact record has x option set, change the field on the custom entity, from a no, to a yes.
I hope that explains it a bit more clearly. Additionally I've included a screenshot of the workflow I've created to perform this task.
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