I wonder if someone can help. I have a list hosted on SharePoint online to track statuses of projects. One of the columns show the current status, so "New", "In Progress", "Under Review" and so on. The list is managed through PowerApps. At present, this field "Status" is a single line of text.
My intention is that when an user access a record via PowerApps, they will need to update some fields. When they click on the "submit" button, the Status field on SharePoint will then be updated from "New" to "Under Review". When they navigate to other sections of the app, the Status field for this record will also be changed automatically depend on which option they selected.
I have tried all the functions that I can think of, but I can't seem to find one that would automatically set a specific status back to the SharePoint record that they are working on.
Would someone be able to help?
Thanks.
You can use the onVisible and onHidden screen properties if necessary, you can also try Patch inside an If or Switch
Related
I am looking to create a workflow that will populate any mandatory fields that do not contain data when a company is deactivated. The mandatory fields are either not populated because of legacy data or because the mandatory fields have changed since the record was created.
The issue I get is that the mandatory field check takes place before the workflow is triggered.
My workflow looks like follows:
If Status = Inactive
If Company Name does not contain data
Then update to ‘Test’
I have come up with a possible solution:
• Create a new button in the ribbon that runs the workflow on-demand and apply permissions to this button.
If possible though I would like to do this through a workflow that is triggered on clicking of the ‘Deactivate’ button. Any ideas are welcome.
In your situation the record will not be saved until the mandatory fields are filled, and a workflow cannot be triggered if a record is not saved first.
An approach to solve this situation is to write a JavaScript attached to the OnSave event, but you need a rule to be able to identify the legacy records, so this JavaScript (that will fill the mandatory fields for you) will not run for normal records.
This approach is not tested, but with some tweaks should work.
I have scripts that react off of, for example, a client Recalc client event. For example, on my form I have a subtab that users may add or remove items from. Based on actions on this subtab (housing a child record of the parent) I would like a field on the parent to update (say to show a total from the children records).
As I was saying, these events seem to work fine if in edit mode but they do not work correctly in view mode. (even in view mode these child records have a "Delete" option at the end of each row in the subtab. This was provided by netsuite by default.
I wondered if anyone had any tips to best allow this parent field to update real time while in updating the subtab rows with the form in view mode.
Thanks.
You can make a custom field on the parent (header) whose value is determined by saved search. For instance, make a saved search that totals the line values by transaction. Be sure to make it filter by transaction in the Available Filters tab. Make the search public so everyone can use it.
Create the custom field that sources the total from the saved search. Make sure to uncheck the "Store Value" checkbox, as you don't want to store the data, you want to reference the search results. You do this on the Validation and Defaulting tab. You'll see a field for Saved Search there. Choose the search you created above.
As you remove/add/change lines on the transaction, the field updates accordingly. In essence, you don't need a single line of code to make this work - it's all in how you create the search and the custom field that references it.
I have a similar situation posted here.
The NetSuite team answered me by email, and it happens you can't really achieve this on the view mode: some API methods are not available. Their suggestion to my case (and I think it applies to yours too) was really to force a refresh on the whole page.
Of course, you can always achieve this accessing the DOM elements directly, but this isn't a best practice, as your code can stop working if these elements change on a version update.
I had the same problem, I'm not able to restrict on view or remove edit button. But, there was one alternative solution with workflows, you can deploy workflow on child record edit mode restrictions, then if the user clicks edit on view then the record will not be available to edit. This concern will apply to custom record as well.
I have a custom entity Partnership in which I have one lookup field contacts.
now I want to add the name field value of the partnership from contact fullname in time of creation of Partnership.
is it possible with the help of pre-existing configuration settings,(without plugin or web resource)
Thanks.
Without using a plug-in or web resource you have a couple options.
1- You can configure the mappings between the 2 entities by going to the Entity (contact) -> Relationship -> Mappings -> and add a new mapping there. For this to work though, you will need to create the child record from the subgrid of the contact, and if the contact changes it won't update the values. So it may or may not be an ideal solution for you.
2- You can create a workflow rule that runs on create and/or update of the Partnership record that pulls the value from the parent contact onto the partnership record. The downside of this is that workflows are async so you won't see the update for a few seconds and refresh the Partner record.
Hope this helps.
If you want to be able to click the "New Partnership" button in the CRM ribbon, then select a contact, and have the name of the contact, be used to populate another field on the form, you will have to use JavaScript. There is no configurable way of doing it.
If you'd like the value to be populated before it is saved in the CRM database, you could use JavaScript, or a custom Plugin. If you'd like the value to be updated after the record is created, you could use a workflow.
You'll have to use one of those three methods to populate the field. The real question I have though, is why are you bothering to populate the field in the first place? You can add the full Contact name to any view, so I don't see a real big reason to include it.
I have a custom workflow built using SP DEsigner and the SP sites is created using wss 3.0. I have a customer column and values associated with it which is checked for teh workflow to trigger. Example:
When the status = SME Review, an email shoudl trigger to the assigned to person with a message to take some action on the file. However when a user edits the properties, and if the file is already in SME REview and assigned to someone, it triggers an email before Ok is clicked.
This should not happen, becuase the file is bieng edited to change it to Content Review and will eb assigned to a new person. So the notficaition is going to the SME rather than the content reviewer. I am unable to stop this. Does anyone have any suggestions?
On which position do you edit the element or is it a document?
When you edit the listelement in Data Grid View the changes you make in a field are instantly saved when you are changing the field.
If you are using the EditForm than it would submit the changed values only by clicking the okay buton.
Please put some more details to describe your Problem.
I need to create a new Proccess with Dialog (new Feature in Crm 5.0) which calls a CRM Query, returns a list of Customers, and after selecting the customers we want to use, I call a plugin which then prints the invoices for the Selected Customers. The plugin is programmed and working and also the dialog is created and the entire solution is working perfectly. But only for one Customer :(.
And this is the Issue. When you create a CRM Query in Online Crm 2011, you get 4 options as Response Type:
1.Single Line ( Text Box),
2.List of Options ( Radio Buttons), where only one can be selected,
3.Picklist (DropDown), where also only one item can be selected and
4.Multiline ( Multiline TextBox)
And in my case none of these is not working, because I cannot select more Customers from these Response Types. It works only for one Customer :(
How to solve this issue? What are the options here, maybe a custom User Interface for the Dialog, or what?
What I need is a List of Checkboxes with the Customer Name, and then I can select more then one Customer for the invoicing proccess.
Do I need to take another route in order to achieve this, or will the Dialogs do the job? Or can I create a Custom Response type which renders multiple selectable Checkboxes? If yes, then how can I create a Custom Response Type?
Any suggestion would be apreciated.
Thanks
I don't think the Dialog feature will do what you need (checkbox list selection). Another option would be to add a button on the ribbon, perhaps called Create Invoices, that launches a pop-up window (custom HTML web resource). This pop-up window could simply ask "Are you sure?" or it could even include some custom parameters for the Invoice generation. Upon confirmation, it would use some JavaScript to talk to the ODATA endpoint to update a flag on each of these Customer records that would fire your plugin.
This way, a user could browse to a list of Customers, use the built-in checkbox to check off as many as they like, then click the Create Invoices button.
If you are good with HTML and JavaScript, probably the hardest part of this will be learning how to add a new Ribbon button. It isn't the easiest to learn, but there are plenty of resources out there to help.