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Hi all,
I created a custom Leads MultiSelect Option Set field (using Option Sets). I cannot fill in the field through the form as for Disqualified Leads editing is not allowed.
After preparing a view with Disqualified Leads, I exported to Excel Online and filled in the fields. Unfortunately, all failed during import.
Do you happen to have an explanation or maybe a workaround for that?
No problem. Hope it worked .
Hello,
Please replace ak_multi with your multi select field's logical/schema name and 1 more question (refer 1st and 2nd image) can u confirm do u have other than given status reasons for qualify and disqualify status?
For us it is 1 status code for qualify and 4 status code for disqualify status.
Thank you,
Amit Katariya
What an effort Amit!! Greatly appreciated.
I am getting an error on Script execution though when form loads.
The only change I made was the JS name from "ak_AccountJS" to "new_AccountJS". I changed accordingly the last line of script from
formContext.getControl("ak_multi").setDisabled(false)
to
formContext.getControl("new_multi").setDisabled(false)
Should I supply the error log file?
Hello,
Please refer below JS which will run when your Lead is Qualified or Disqualified.
As you can see the default Value of Qualified and Disqualified status code is from 3 to 7.
So the given JS will run on load of a form as well as on change of Multiselect field and will save it automatically.
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function multiselectOption(executionContext)
{
debugger;
var formContext = executionContext.getFormContext();
var status;
if(formContext.getAttribute("statuscode").getValue() != null)
{
status = formContext.getAttribute("statuscode").getValue();
if(status == 3 || status == 4 || status == 5 || status == 6 || status == 7)
{
formContext.data.entity.save();
}
}
}
function onload_multiselectOption(executionContext)
{
debugger;
var formContext = executionContext.getFormContext();
formContext.getControl("ak_multi").setDisabled(false);
}
Go to the Lead form and register your JS here my JS name is "ak_AccountJS".
Then add "onload_multiselectOption" function onload of lead form. Also pass execution context to it.
Then add "multiselectOption" function on change of the multiselect field. this function will save it automatically because we don't have save button for read only records. also pass execution context to it.
after registering the JS make sure to publish the form and close your browser/ clear the cache.
There is a small thing where you will have to load your lead once it is qualified/disqualified, because we don't have status code trigger point we have to load/refresh the browser so that our JS will make multiselect field as editable, once you edit the field it will automatically saves it self.
Thank you,
Amit Katariya
For your kind information, We can not use multiselect option set in Business rule.
Hello ThimiosSp, you can use JavaScript or Business rule. still you are facing issue. you can reach out to me.
Thanks,
Sankalp Upadhyay
No problem will share a JS snippet.
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