Is it possible to create a node.js slack app where users can choose car make in one select menu and then car model in another select menu where the options in the second select menu depends on what car make was choosen in the first menu?
The solution I am looking for could either be in a slack message, in a dialog or chained (if that is a thing).
I have found great examples with only one select menu but I really need to be able to create a pattern where C depends on choices in B and B depends on choices in A etc.
Hopefully someone understands what I mean :)
The only way to implement a select menu depending on the input of a prior select menu is to post one after the other.
Here is a basic outline:
App post message with select menu A
User makes choice and app receives request from Slack with choice for A
App overwrite prior message with select menu B based on choice from A
Related
I have a view with StartFlowMixin, it contains a form - user posts the form and a workflow starts. That works fine currently, but I need to introduce a dropdown in the form with 4 options - based on the selection in that dropdown I need to run a different flow.
E.g. the dropdown contains options like Apply for position A, Apply for position B, etc. Based on the selection the applicant needs to enter different information and different people need to approve the application.
How can I do this? One option would be to have a single workflow with a lot of ifs, but I don't like that.
The core of the BPMN approach for business process modeling is to record every user's decisions.
You could use flow.Switch for that case - http://docs.viewflow.io/viewflow_core_node.html#viewflow.nodes.Switch
Or you could use your own view, that would call required flow.StartFunction, to start actual flow - http://docs.viewflow.io/viewflow_core_node.html#viewflow.nodes.StartFunction
This is my first time doing cucumber, so maybe what im asking isn't wrong but it just seems like there is a better way:
So right now im going through a survey-like website as my first automation task with cucumber. It works just fine, but like most surveys theirs a lot of "Fill then out, then click Next"
so in my Feature file I have a lot of:
Then I will click 'Next'
Which matches with the step (Since the button all have the same text):
Then(/^I will click 'Next'$/) do
click_button('Next')
end
So this one step definition defines like 8-9 lines in my feature file...which I guess is ok, but my feature file just looks...ugly? Im not used to the Gherkin language AT ALL as this is my first time, but it's basically turned into a lot of:
THEN SELECT THAT THING FROM DROPDOWN
THEN CLICK THIS RADIO BUTTON
THEN SELECT THIS BUTTON
THEN CLICK NEXT
Like over and over....I mean it's human readable, but it just looks messy? is this right?
Also im not really sure when I should use "explicits" in my feature file? Like should I explicity say Im going to select 'X' (or "X", not sure if it matters) from a dropdown? or Click the 'Next' button or select the 'yes' radio button for example?
You are writing what are called imperative steps and it is indeed the wrong way to go about cucumber/gherkin.
Your steps should be saying "WHAT" you are doing and not "HOW" you are doing.
Not knowing the details of your form, let's make up a flow.
Page 1. Name
Page 2. Demographics
Page 3. Favorite football team
Page 4. Favorite basketball team
Page 5. Results page showing how popular their teams with other survey takers
Given I enter the "Are you a Bandwagon Fan Survey"
When I enter my name
And I enter my demographics
And I choose a favorite football team
And I choose a favorite basketball team
Then I should be directed to the result page
And I should see my teams ranked on a graph
The details for entering your name and clicking next should be hidden inside that stepdef. A person trying to test your app doesn't care what the name is, or what the field ID is or anything like that. They just want to know the work flow.
If you are doing scenarios to get the name page to error you simply modify your gherkin to say something like.
When I enter a name too long
Then I see a name too long error message
When I do not enter a name
Then I see a name missing error message
Again, you leave the details of too long or what the error message is to the step def (or below) unless it is critically important to the test scenario. I usually set up factory girls to handle my data and just use the text of the scenario to pull the current data. so I'll have an error message factory and within that a "name_missing" and a "name_too_long" sub-factory that provide the correct values. If I need to change or look something up, everything is in the same place...but above all it's not cluttering my gherkin.
Yes I think you want to send parameters to step definition
Then I will click 'Next'
Step definition will be
Then(/^I will click "([^"]*))*"$/) do |text|
click_button(text)
end
also above will work for
Then I will click 'OK'
This should be a simple thing, but as I am quickly finding out with CRM 2011, simple things almost never are...
Anyway, I have a custom activity type, a "Trip". A Trip represents a single visit by a service technician to a client's site. Trips are always created in connection with a Case (Incident) and never with any other entity type, so the entity exists as a custom activity that does not "Display In Activity Menus". That allows me to drop a subgrid of Trips into the primary Case view, making it the only place these things can be created.
The problem is that when I try to create a new Trip from the Case form (by clicking the subgrid and choosing "Add New Trip" from the ribbon), the "Regarding" field isn't populated with the Case that I was on when I clicked "Add". Any of the "built-in" activity types will default their corresponding field with no problem, so it would seem to me that I can do the same here. The field's supposed to be read-only once this defaulting works, but just so I can set up the reference when creating new Trips, I've made it editable, and of course when you pop up the lookup, you can assign this Trip to anything (which is why I want the field read-only in the first place).
I need the form to default the parent Case when the Trip form loads. It has to be there when it's first created, because if it isn't there on the first save, then some plugin code that sets other default values (namely data relating to other Trips that may or may not exist for the same Case) won't work properly.
I read about relationship field mapping, where you can default the values of various fields based on fields of the parent entity, but the relationship between the Incident and my Trip is not listed as mappable from either side and I can't figure out how to make it mappable. I also know it's possible to set default values using JavaScript, but if there's a less "custom" way to set this particular behavior up I would love to know how.
As an epitaph based on Mike's comment, it does indeed seem that Microsoft doesn't want this done. But, it's still possible to do it. The basic steps are:
Download the Ribbon Workbench solution and import it into CRM.
Create a new solution containing the entity or entities you want to be able to customize.
Create a JavaScript file containing functions that will open the form you want and pass the information you need as a parameter. There are two ways to specify the parameters; you can define custom parameters on the form, or you can use Microsoft's undocumented parameters for the Regarding field:
function OpenNewTripFromCase()
{
var entityId = Xrm.Page.data.entity.getId();
var entityTypeCode= Xrm.Page.context.getQueryStringParameters().etc;
var entityDisplayName = Xrm.Page.getAttribute("title").getValue();
var params = {};
params["pId"] = entityId;
params["pType"] = entityTypeCode;
params["pName"] = entityDisplayName;
Xrm.Utility.openEntityForm("cst_trip", null, params);
}
Import this JavaScript file as a Web Resource, and add it to the Solution so it will be available to Ribbon Workbench.
Open up Ribbon Workbench and open the solution you created with your entity and resources. Click the Solution Elements tab, and find the "Commands" item. Right-click and select "Add New". Now expand the list, find and click on your new command. In the Properties pane, change the name of the command to be more descriptive (it's recommended you only change the third "Command#" term), then click the magnifying glass button to the right of the Actions field.
In the window that pops up, click "Add", then choose "JavaScript Function Action". A new item will be added to the action list. Click it, then in the properties pane to the right, find the library containing your function, then type in the function name. I didn't get any sort of IntelliSense here, so be careful typing in the function name. Add parameters if you need to (you shouldn't need to with the code above), then click OK
Now click the custom activity entity in the Entities list of Ribbon Workbench, then in the dropdown to the upper right of the ribbon layout, select the SubGrid ribbon. Create a button in this Ribbon, give it the icon and text you want, and in the Properties pane, set the Command to the command you just created.
Publish the customized Solution, and you should, if you did everything correctly, have a new button that will do the same thing as the "Add New" button when you've selected a sub-grid, but will additionally populate the Regarding field.
I've created my own solution with a custom entity of type activity. I'd like to show a message whenever a new instance of it is created using an existing contact but not allow the user to create one, if only attempting to do that without going via contact.
Basically, my aim is that it won't be impossible to just create that activity (the form will be hidden directly at any attempt except for one way only). The user will have to go to contacts (or leads etc.) and in there add and create an instance of the custom activity entity. That way, I can assure that the field "regarding" will be filled out already.
I'm guessing that I need to detect somehow that the opening of the form is a creation attempt. How can I do that?
Also, as it is now, the user can't create a contact-less activity of the custom type because it doesn't appear on the menu with other activities. I must have disabled it somehow but I have no idea how. Anybody who has one?
You could do this a bunch of ways but the easiest would probably be to:
Make the regarding field read only.
Make the regarding field mandatory.
That way if a user opens a create new form they wont be able to set the regarding and because its mandatory they wont be able to save the record. When they open via an existing contact the regarding field will be mapped automatically. That said in this case just making it mandatory my be enough.
(As a side JavaScript can be used to identify the current form state, but I'm not sure how useful that is here).
In terms of where custom activities appear, by default mine show in a number of locations, for example:
CRM > Workplace > Activities > Ribbon > Other Activities > XXX.
CRM > Workplace > Activities > View Selector > XXX.
They don't show under the left hand navigation of the workplace because they are grouped under 'Activities'. I'm pretty sure these are all the default settings.
You can exercise greater control by editing the sitemap, where you can put pretty much anything, anywhere.
In addition to Mr Wood, I'd like to show you some code. It works as supposed to but I'm not sure if it's optimal.
var foo = function () {
var whatIsGoingOn = Xrm.Page.ui.getFormType();
if (whatIsGoingOn === 1)
alert("Let there be an entity!");
else
alert("Not a creation...");
}
The other states' (deletion, update etc.) numeric values are listed here.
Answering the second part of your question:
When you create a custom activity you can choose whether to have it appear in 'normal' Activity menus or not by checking the box at the top right of the entity form. This is a once-only choice as far as I know and can't be changed later.
For your setup, I would suggest NOT checking this box, so it does not appear in the activity menus to avoid users even being tempted to do it that way.
Instead, add an explicit relationship to the activity N:1 to Contact, and another N:1 to Lead. Use this relationship to add your activity to the left navigation of Contact and Lead forms, or add a grid for them (depends on how you want to use this and if you need to filter the view to something other than the default "Associated View").
When a user navigates to this section they will see if any previous activities of this type exist, and be able to add a new one. BUT this means that the child record is a child via this relationship, not using "regarding", so use a script on the form for the activity so that if Contact is filled in, it is copied to Regarding, and if Lead is filled in then that is copied. If neither, then use an alert or other means to warn the use that something is wrong (see comment earlier). If you want Regarding to be read-only but filled in by script, you will need to make sure to use the force the value to be saved:
Xrm.Page.getAttribute("regardingobjectid").setSubmitMode("always");
You must have the lookups for Contact and Lead on the form to be able to use them in your scripts, but you can make them not "visible by default" so they are there but not seen by the user (and taking up no space).
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.