I am trying to run an action from a dialog. According to this is can be done. Invoke custom actions from a workflow or dialog. However my list of steps does not contain an action step. How do I invoke an action from a dialog
It has only been possible to invoke an action from a workflow or dialog since CRM Online 2015 Update 1 (CRM 2016 for on-premise).
The ability to execute an action from a process was introduced with
Microsoft Dynamics CRM Online 2015 Update 1.
Since it appears you a running a lower version, you will not be able to invoke actions in this way.
Related
I want to make the approval process easier. For this I have thought of adding a button to a column of a sharepoint list.
The user would see the list of tasks pending approval and clicking on the task button would automatically be approved.
How can i do this (workflow,javascript...)? Is that possible?
Thanks for your answers.
Using the sharepoint workflow system, the user can approve from the task detail form already.
If you want to make it more user friendly as you suggested, you may program an extra field, using JSLink technology to customize the task list rendering or to add this approval button from an other list (I assume you are using sharepoint 2013 on premise) from which you call javascript API to trigger the approval.
Read more :
JSOM Api to approve a task
JSLINK
Yes, a workflow would work. I would have a separate "Approved" column that defaults to "No" (don't show it on the form). And run a workflow (upon form submit?) that changes the value of Approved to "Yes".
I have written a custom work flow which is registered on account entity . I want this workflow to run daily to create tasks. the workflow works fine when i register it on record created . but it does not trigger when i schedule it for every day. like after 24 hours it should trigger automatically by itself
any one can help plz
Two workflows:
Parent who runs on creation and triggers child.
Recursive child who triggers the custom workflow activity.
Parent workflow definition.
Child workflow definition. Extra validation step added to stop scheduled process on condition. Needs to be updated to your needs, of course. Status can be set to Cancelled for clarity.
Notice that the timeout is after the initial execution. This is by design to allow the custom activity workflow to run as soon as the child workflow is triggered by the parent workflow.
As an alternate answer to what #denious is offering, you can use the CRM Workflow Automation Tool. It works on both CRM 2011 and 2013.
This works different in the sense that it does not use Workflow timeouts to accomplish a daily run, rather you set it up as a Windows Scheduled Task (likely on your CRM server) and have it run everyday at a set time.
Setup is minimal and the tool allows you to specify a FetchXML query to retrieve the appropriate records and then a Workflow to execute against the returned records.
A few nice things about this approach:
You can schedule all the tasks to run at the same time (for example 6 AM daily) as opposed to it being run based on whatever time the workflow was originally initiated.
Once the workflow is run there are no lingering workflow instances just running a timeout.
No need for a parent/child workflow setup. You just need a single workflow which does the respective action.
Because it runs on the Windows Task Scheduler you can do things like omit running on weekends where you cannot do this on CRM (without additional tools/rules).
Ultimately, both will accomplish the same thing but this is just another option to consider.
Solved it after spending a week in it...
you should first start it manually by going in a record of the primary entity on which you have added your custom workflow
follow the steps below.
1) Register required steps
2) select record of the entity
3) click on the three ellipses button shown on the ribbon of CRM.
4) click on run workflow
Example
let' say my primary entity is account on which my workflow runs.
1)go to account entity
2)select a record
3)click on the three ellipses button on shown above on ribbon for every selected record
4)click run workflow
5)done
I'm trying to have CRM 2011 share activities to a Team if the user that created the record is part of another team.
Firstly, is it possible to create either a custom or basic workflow on "Activities" instead of having to create a workflow on each type of activity (Appointement, Phone Call, E-mail, etc.) that does the same thing on each of them ?
Secondly, I see the basic workflows wizard allows you to Assign activities to another team, but I don't see the Share action anywhere. Is this a job for a custom, .NET assembly, workflow ?
Thank you!
You need to select the exact entity when you create a workflow, this means you need to create a worklow for each activity entity-type (1 for Appointment, 1 for Phone Call, ...)
There isn't a built-in share functionality inside the standard Workflow designer, you need to use a custom activity (create one using .NET or install one already compiled)
Check these two:
http://crm2011workflowutils.codeplex.com/
http://crm2011sharestep.codeplex.com/
I have a Plugin on the Creation, Updating, and Deletion of the OpportunityProduct entity in the CRM 2011. I want to through exception on the success of some operations, means want to display dialog. It is working fine for Update and Delete. But it is not working fine for the Creation of OpportunityProduct, it is not throwing exception in the dialog. It is showing Exception: “An error has occurred, Try this action again. If the problem continues, check the Microsoft Dynamics CRM Community for solution or contact your organization’s Microsoft Dynamics CRM Administrator. Finally, you can contact Microsoft Support.”
Message : Create
Primary Entity : opportunityproduct
Action: Pre-Operation
Execution Mode: Synchronous
I think this is an internal issue that relates to how CRM treats compound entities such as opportunity product.
To verify this behavior you should put breakpoint in your code and inspect the context depth and parent context to understand if the create event is indeed a child process or the opportunity.
If so you might be able to re-register the plug-in the opportunity and try to somehow throw the error from there.
I am new this sharepoint development and i have task in hand to do the following.
1.When a new document added to the library, the system will prompt for approvers & audience from a database table. this will be stored for future revisions for the document.
2. Upon successful completion of assigning approvers, audience the system will initiate the workflow to complete the approval process.
It would be great if anyone can point the direction to do the following:
1.is it possible to call a aspx page/form from document library insert/update event?
2.How to assign approvers to a workflow programmatically?
Thanks in Advance!
Alex
I'm not sure it is possible to explicitly call another page but you can use the "Source" url parameter to specify the page they are directed to after they press OK. Obviously, you will have to change "www.google.com" to be your new URL.
/Lists/Announcements/NewForm.aspx?Source=www.google.com
You can probably do all of this using custom workflow. With custom workflow you have two options: creating the entire workflow in visual studio or create custom workflow actions and using SharePoint Designer to build the workflow.
Building custom Workflow Actions.