I have created a workflow for Sales Orders with 2 states.
State 1: Create Button (before record load)
State 2: Custom Workflow Action
The workflow is set with conditions that the the Sales Orders status is not "Pending Fulfillment". However, there seems to be no rhyme or reason to when the button appears or does not appear. If I change the conditions for the workflow to include pending fulfillment (to add the button) and then revert back, the button is still there.
The workflow doesn't appear to be executing on every load of the Sales Order.
I know this is most likely not enough information, but I can answer questions that people have.
Thanks in advance.
So I built my conditions using the "Visual Binder". When I clicked the radio button for "Formula" it showed me what the visual binder was looking at. It was looking at transaction.statusRef.id instead of transaction.statusRef. When I changed this, the workflow began behaving as I expected.
Related
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
Business requirement is to add a simple action that when an order goes into a Backorder status, a user can click actions > send backorder notification.
I tried to accomplish this via Automation Steps.
Modify existing screen/step
Sales Order enter screen
SO Backorder step
Added action
Name Send Backorder Report
Flow on success do notification
The result was that no option appeared in the menu. I also tried various other steps. At one point the menu option appeared and worked, but then 5 minutes later disappeared
I also tried to do a report instead of an action and set field #reportID and so on as the technical tuesday article describes.
In all cases I am unable to make a simple menu option appear in any status on the sales order screen.
Images
https://www.screencast.com/t/6dTYz4VhB0J1
https://www.screencast.com/t/NeDP2SOEN1e
https://www.screencast.com/t/IQvFMF4KQhl
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 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.
I've got a scenario where I want a workflow to not run if a certain condition is true, otherwise to run when a list item is created. The scenario is for a people management system. If a new list item (staff member) is added to the list then the workflows job is to go between the various departments and get everthing setup. Eg payroll, IT account ect. One of the fields is Start Date that may or may not be entered. If it is entered then I don't want the workflow to run when the item is created. I want the policy on the list to start the workflow on that date. I can add some code into the workflow to end itself if the date is in the future but then this will show as completed on the list. This is a problem because the workflow shouldn't show that it's run as in effect it's waiting for the date to be correct.
In other words, is there something in onWorkflowActivated that allows me to stop the workflow from triggering so that nothing shows up in the site, in essence to suppress the workflow from running as if it was never triggered by the OnCreated event.
Can you add a new step at the beginning of the workflow to fill in the Start Date? I think this makes sense in terms of your workflow because the HR person has an action item on their plate: enter the start date.
Otherwise you could make Start Date a required field on the sharepoint list.
This is SharePoint Designer version, see if you can use the same activities in VS
Create a second workflow that executes the rules after StartDate is set
In the main workflow, create a step with the action 'Wait for Field Change in Current Item' and config it to 'StartDate not Empty'.
The next action will be a 'Start Workflow', executing the second Workflow you created.
You also have a Stop Workflow activity