locked
change the state of a specific attribute RRS feed

  • Question

  • hey there
    im new to CRM but its just amazing , i have though several questions that ill discuss here hoping the experts to help me in this matter
    according to the picture we created a workflow that initiate a task to inform the sales ppl to fill out the fields shown in the picture attached

    http://img682.imageshack.us/i/crm1.png/

    how its possible to change those fields to be lets say before the task its recommended to fill out but after completing the task it becomes a required field

    is that possible ? if yes then how please
    thanks
    Saturday, December 19, 2009 11:50 AM

Answers

  • It is definitely possible. I've already wrote solution for your case. I repeat:

    What is possible - is to create some attribute on entity and update it using workflow and set requirement level of attribute based on value of this attribute.

    Truth is opened the prepared mind My blog - http://a33ik.blogspot.com
    • Marked as answer by Jim Glass Jr Tuesday, December 22, 2009 5:55 PM
    • Unmarked as answer by microsoft geek Saturday, December 26, 2009 5:53 AM
    • Marked as answer by Jim Glass Jr Wednesday, December 30, 2009 5:38 PM
    Monday, December 21, 2009 7:22 PM
    Moderator

All replies

  • Within the framework of the workflow wizard tool? Can't be done easily. You can continue to add tasks, email them, email their bosses etc. Otherwise it looks like a job for jscript.

    One way you could do it would be to make the fields Business Required and jscript a default value of " " in there on creation. Then in the workflow you could reset the value to "" if it is currently " ".

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog

    http://leontribe.blogspot.com/

    or hear me tweet @leontribe
    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    • Proposed as answer by Leon TribeMVP Saturday, December 19, 2009 4:19 PM
    Saturday, December 19, 2009 4:19 PM
  • Hi.

    This script placed on OnLoad or OnChange event handlers can set requirement level for field:

    // Set field to not required
    crmForm.SetFieldReqLevel("fieldname", 0);

    // Set field to business required
    crmForm.SetFieldReqLevel("fieldname", 1);

    // Set field to business recommended
    crmForm.SetFieldReqLevel("fieldname", 2);
    Truth is opened the prepared mind My blog - http://a33ik.blogspot.com
    Saturday, December 19, 2009 4:30 PM
    Moderator
  • thanks folks
    to let you know im an implementer more than developer so im not that clever in programming :D

    ok here what i did now according to this pic i copied the script provided by andriy ( special thanks ) , is this correct ?
    http://img10.imageshack.us/i/crm3.png/

    now how to trigger it in the workflow as you notice according to this pic i want this change to happen after wait condition for assessment meeting step and before qualification questions step
    http://img63.imageshack.us/i/crm4.png/

    how can that be done , i hope if you can give me a little details of the steps it would be great as i told you im still junior :)

    waiting your reply soon
    thanks in advance
    Sunday, December 20, 2009 12:05 PM
  • Hi. You've placed this script to onchange event handler but it seems that you have to place this script to onload event handler and of course replace 'fieldname' with your field name.

    Truth is opened the prepared mind My blog - http://a33ik.blogspot.com
    Sunday, December 20, 2009 8:30 PM
    Moderator
  • ok cool but what about the workflow part , how to trigger those event handlers to start after a specific step in the workflow ?
    Monday, December 21, 2009 6:10 AM
  • It seems that it is impossible to schedule for execution some JavaScript from workflow step.

    What is possible - is to create some attribute on entity and update it using workflow and set requirement level of attribute based on value of this attribute.
    Truth is opened the prepared mind My blog - http://a33ik.blogspot.com
    Monday, December 21, 2009 7:17 AM
    Moderator
  • hmmm ok in this case lets say on save ill make the fields required so ill just use this jscript command

    // Set field to business required
    crmForm.SetFieldReqLevel("fieldname", 1);


    ofcourse with specifiying the nam of the field , correct if im wrong, if im correct then i think we are done here :)
    special thanks for you man
    Monday, December 21, 2009 2:27 PM
  • There is no sense in making field required when you save the record. Next time you will open this record fields you've marked as a required would not be required.

    Truth is opened the prepared mind My blog - http://a33ik.blogspot.com
    Monday, December 21, 2009 2:39 PM
    Moderator
  • ah you are correct coz on load it doesnt have anything lol
    so in this case its just not possible ? :S
    Monday, December 21, 2009 6:55 PM
  • It is definitely possible. I've already wrote solution for your case. I repeat:

    What is possible - is to create some attribute on entity and update it using workflow and set requirement level of attribute based on value of this attribute.

    Truth is opened the prepared mind My blog - http://a33ik.blogspot.com
    • Marked as answer by Jim Glass Jr Tuesday, December 22, 2009 5:55 PM
    • Unmarked as answer by microsoft geek Saturday, December 26, 2009 5:53 AM
    • Marked as answer by Jim Glass Jr Wednesday, December 30, 2009 5:38 PM
    Monday, December 21, 2009 7:22 PM
    Moderator
  • ok what attirbute do you suggest as an example for one of the fields shown and how to setup that workflow step , i know im asking alot but bare with me a little :)
    thanks
    Tuesday, December 22, 2009 5:35 AM
  • andriy
    can you give me more details please as i didnt know how to do it , bare with me please :(

    can you write for me detailed steps of what to do and ill implement it here

    thanks
    Wednesday, December 23, 2009 8:36 AM
  • any updates :O
    Saturday, December 26, 2009 5:53 AM
  • any help please , folks help , SOS
    Wednesday, December 30, 2009 12:24 PM
  • jim you marked it as an answer , maybe coz its an answer for u ,but from my side i didnt get so if its possible please to give more input of how to do that then we can consider it as an answer thanks !
    Wednesday, December 30, 2009 5:52 PM