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CRM 2013 - Execute WorkFlow via Javascript RRS feed

  • Question

  • Hi

    I have a workflow that will automatically send a email when a certain condition is met

    However I was wondering if it was possible to have javascript open a message box stating

    Do you want to send a email Yes/Cancel

    If yes is clicked only then will the workflow for sending the email start

    Thanks. Shaun


    S.Harrison

    Wednesday, July 23, 2014 8:57 AM

Answers

  • Hi Shaun,

    Sorry, didn't notice you're using CRM 2013. The code in the link wont work, since it contains 2007 endpoint references which were removed in CRM 2013.

    Could you try the answer code in this once?


    Admin QuikView Solution for CRM 2013

    • Marked as answer by Shaun Harrison Wednesday, July 23, 2014 11:00 AM
    Wednesday, July 23, 2014 10:26 AM
  • Hi Dynamotion

    I've just figured a work around for the problem

    I implemented a confirm dialog for on save for the form, if the user clicks yes then a value of 1 goes into a new field I've just created

    Then within the workflow process the step is that the email sends if the field value is 1, and the automatic process is set to the newly field value being changed and it all works fine.

    Thanks for all your help

    Shaun


    S.Harrison

    • Marked as answer by Shaun Harrison Wednesday, July 23, 2014 11:00 AM
    Wednesday, July 23, 2014 10:29 AM

All replies

  • Hi Shaun,

    Yes, you can trigger a workflow from JavaScript. Have a look here. You could have a command bar button that gives you a JavaScript Confirm box and when you click on OK, the workflow will be triggered.


    Admin QuikView Solution for CRM 2013

    Wednesday, July 23, 2014 9:11 AM
  • Hi Dynamotion,

    Thanks for you reply

    Within the code do you have any idea what the function

    GenerateAuthenticationHeader()

    Is used for?

    Thanks, Shaun


    S.Harrison

    Wednesday, July 23, 2014 9:43 AM
  • Hi Shaun,

    Since the request is a SOAP one, the GenerateAuthenticationHeader() method creates the header to authenticate the request (as the name implies). You don't need any implementation for that method, it's fetched from the CRM Page.


    Admin QuikView Solution for CRM 2013

    Wednesday, July 23, 2014 9:48 AM
  • Hi

    The error I had was that GenerateAuthenticationHeader() is undefined

    From what your saying I just need to put

    function GenerateAuthenticationHeader()

    {

    }

    in the code?

    Thanks, Shaun


    S.Harrison

    Wednesday, July 23, 2014 9:56 AM
  • Hi Shaun,

    Sorry, didn't notice you're using CRM 2013. The code in the link wont work, since it contains 2007 endpoint references which were removed in CRM 2013.

    Could you try the answer code in this once?


    Admin QuikView Solution for CRM 2013

    • Marked as answer by Shaun Harrison Wednesday, July 23, 2014 11:00 AM
    Wednesday, July 23, 2014 10:26 AM
  • Hi Dynamotion

    I've just figured a work around for the problem

    I implemented a confirm dialog for on save for the form, if the user clicks yes then a value of 1 goes into a new field I've just created

    Then within the workflow process the step is that the email sends if the field value is 1, and the automatic process is set to the newly field value being changed and it all works fine.

    Thanks for all your help

    Shaun


    S.Harrison

    • Marked as answer by Shaun Harrison Wednesday, July 23, 2014 11:00 AM
    Wednesday, July 23, 2014 10:29 AM