I've created two workflows that count the number of leads and the number of a custom entity called Legal cases. I would like to come up with a ratio for reporting purposes that calculates legal cases/leads. The workflow updates two fields on the forms (leads and cases) every time one of the entity is created. I tried to use the following code:
function calculate()
{
var val1 = Xrm.Page.entity.attributes.get['getlead_casecounters'].getValue();
var val2 = Xrm.Page.entity.attributes.get['getlead_leadcounter'].getValue();
if(val1==null)return;
if(val2==null)return;
var result = val1 / val2;
Xrm.Page.entity.attributes.get['getlead_casetoleadratio'].setValue(result);
}
The problem is that the casetoleadratio field doesn't appear to update. Any thoughts or recommendations?
Take a look at https://stackoverflow.com/a/11923059/2295317 I think it's exactly what you are trying to do. Basically that last line should be:
Xrm.Page.getAttribute("getlead_casetoleadratio").setValue(result);
If that doesn't do it then maybe try to force a save using:
Xrm.Page.Data.Entity.Save();
as seen here: https://stackoverflow.com/a/18635688/2295317
The best way to show arithmetic calculations is by coding them directly inside your reports.
There’s no good place to store these calculations in CRM anyway since CRM only knows how to store data per a single record.
Eventually, any elegant solution that needs calculation beyond the basics (max, average, min, sum, count, percentage) will require some kind of coding, which it seems you’re trying to avoid.
For the record, client side (javaScript) functions that you include in your forms only run inside the your browser in the context of a single record that you create or update.
WF will not / cannot run these functions. To run functionally in WF you need to write custom workflow activities or plug-ins using c# for example.
Related
Our evolution of using DevOps is continuing (slowly but surely). One thing we've noticed is that some people are trying to but excessive estimates in for their time, but what we really want to be encouraging is for people to be breaking work down into multiple tasks.
Is there a way that we can set our DevOps work items to only accept a maximum value? I've had a look at the 'rules' and there doesn't seem to be anything there to let us do this, and because it's an out of the box field I don't think we can put a value limit against it.
I suppose what I want to understand is whether it would be possible to do this in some way? Could I do something with the existing 'Original Estimate' field or would I have to create a new custom field to have any chance of preventing people from putting in 100 hours for something that's actually more like 2?
If you are also using Boards, you could highlight work items where the original estimate is higher than a certain value. This would not prevent setting these values, but rather encourage the users to put in lower values.
https://learn.microsoft.com/en-us/azure/devops/boards/boards/customize-cards?view=azure-devops
Beware that this might not really help the underlying issue: People must be convinced of the benefits of splitting up tasks, otherwise they will just work around the tooling. Like always putting in the maximum value or not putting in the actual work hours.
Is there a way that we can set our DevOps work items to only accept a
maximum value?
I am afraid that setting the value limit for the Original Estimates field is currently not supported.
As workaround, you could need to create a custom field of type Picklist, and then specify the available values in the picklist.
You could add your request for this feature on our UserVoice site , which is our main forum for product suggestions.After suggest raised, you can vote and add your comments for this feedback. The product team would provide the updates if they view it.
This is a mixed question between SAP and the usage of the pyrfc module. I need to use the FAGLL03H transaction code (tcode) to replicate a G/L report into a database on a daily basis. Now, the thing is that FAGLL03H is not a table per se, but a G/L Account Line Item Browser (G/L View), so I need to access that Tcode and pass a series of parameters in order to get the information we need.
How can I use the RFC protocol to access that tcode and generate a report?
is it possible to do (1) through pyrfc?
This is the code I use to consult tables:
import pyrfc
from pprint import PrettyPrinter
conn = pyrfc.Connection(ashost=...)
options = [{'TEXT': "FCURR = 'USD'"}]
pp = PrettyPrinter(indent=4)
ROWS_AT_A_TIME = 10
rowskips = 0
while True:
print(u"----Begin of Batch---")
result = conn.call('RFC_READ_TABLE', \
QUERY_TABLE='TCURR', \
OPTIONS=options, \
ROWSKIPS=rowskips, ROWCOUNT=ROWS_AT_A_TIME)
pp.pprint(result['DATA'])
rowskips += ROWS_AT_A_TIME
if len(result['DATA']) < ROWS_AT_A_TIME:
break
No way
No
The main point you need to understand is the difference between SAP transaction (tcode) and SAP RFC. The difference is huge and makes it impossible to use them in the similar manner. You are trying to call FAGLL03H report like a table via RFC_READ_TABLE, but it is not a table, it is much more, it is a transaction.
SAP tcode is nothing than a shortcut in SAP that points to some program, usually GUI program, and can contain hundreds of modules, including RFC-enabled ones. And some of these modules are internal and have no RFC equivalent, so it is impossible to call them remotely, at least but not the last it is necessary to know how to call them (in what order) and which parameters to pass.
SAP RFC is like a container for ABAP code (but also a protocol for calling this code) which implements some functionality, either a small piece like converting characters' case or converting measure units, or huge one, for example posting financial documents and creating enterprise hierarchy objects like workcenters, cost centers, sales organizations, etc. RFC-modules can be likened to Python modules or Java methods and they are usually implemented for one single task, and are usually used not standalone but in combination with other methods.
The above-mentioned transaction is huge and is intended for output of G/L account lines and cannot be called via PyRFC. PyRFC features are limited to calling only RFC-modules from which FAGLL03H consists of.
The only thing you can do here is to find equivalent function modules which returns the same items as FAGLL03H. Possible candidates:
BAPI_GLX_GETDOCITEMS
FAGL_GET_OPEN_ITEMS_GL
FAGL_GET_OPEN_ITEMS_KU
FAGL_GET_OPEN_ITEMS_LI
FAGL_GET_OPEN_ITEMS
FKK_GL_LINE_ITEMS_SELECT
BAPI_AP_ACC_GETBALANCEDITEMS
BAPI_AR_ACC_GETBALANCEDITEMS
BAPI_AP_ACC_GETOPENITEMS
BAPI_AR_ACC_GETOPENITEMS
You should try each and compare the output with your tcode, if it is identical. Only after then you can use PyRFC to call them.
Check this in order to get all the specific Tables:
https://www.recercat.cat/bitstream/handle/2072/5419/PFCLopezRuizAnnex3.pdf?sequence=4
You can then either build from there or create a Report (transaction SQ01) and execute through RSAQ_REMOTE_QUERY_CALL.
Your business requirements should decide your code, not the opposite.
I have a requirement in which I need to import data from excel (CSV) to Dynamics CRM regularly.
Instead of using some simple Data Duplication Rules, I need to implement a point system to determine whether a data is considered duplicate or not.
Let me give an example. For example these are the particular rules for Import:
First Name, exact match, 10 pts
Last Name, exact match, 15 pts
Email, exact match, 20 pts
Mobile Phone, exact match, 5 pts
And then the Threshold value => 19 pts
Now, if a record have First Name and Last Name matched with an old record in the entity, the points will be 25 pts, which is higher than the threshold (19 pts), therefore the data is considered as Duplicate
If, for example, the particular record only have same First Name and Mobile Phone, the points will be 15 pts, which is lower than the threshold and thus considered as Non-Duplicate
What is the best approach to achieve this requirement? Is it possible to utilize the default functionality of Import Data in the MS CRM? Is there any 3rd party Add-on that answer my requirement above?
Thank you for all the help.
Updated
Hi Konrad, thank you for your suggestions, let me elaborate here:
Excel. You could filter out the data using Excel and then, once you've obtained a unique list, import it.
Nice one but I don't think it is really workable in my case, the data will be coming regularly from client in moderate numbers (hundreds to thousands). Typically client won't check about the duplication on the data.
Workflow. Run a process removing any instance calculated as a duplicate.
Workflow is a good idea, however since it is being processed asynchronously, my concern is the user in some cases may already do some update/changes to the data inserted, before the workflow finish working.. therefore creating some data inconsistency or at the very least confusing user experience
Plugin. On every creation of a new record, you'd check if it's to be regarded as duplicate-ish and cancel it's creation (or mark for removal).
I like this approach. So I just import like usual (for example, to contact entity), but I already have a plugin in place that getting triggered every time a record is created, the plugin will check whether the record is duplicat-ish or not and took necessary action.
I haven't been fiddling a lot with duplicate detection but looking at your criteria you might be able to make rules that match those, pretty much three rules to cover your cases, full name match, last name and mobile phone match and email match.
If you want to do the points system I haven't seen any out of the box components that solve this, however CRM Extensions have a product called Import Manager that might have that kind of duplicate detection. They claim to have customized duplicate checking. Might be worth asking them about this.
Otherwise it's custom coding that will solve this problem.
I can think of the following approaches to the task (depending on the number of records, repetitiveness of the import, automatization requirement etc.) they may be all good somehow. Would you care to elaborate on the current conditions?
Excel. You could filter out the data using Excel and then, once you've obtained a unique list, import it.
Plugin. On every creation of a new record, you'd check if it's to be regarded as duplicate-ish and cancel it's creation (or mark for removal).
Workflow. Run a process removing any instance calculated as a duplicate.
You also need to consider the implication of such elimination of data. There's a mathematical issue. Suppose that the uniqueness' radius (i.e. the threshold in this 1D case) is 3. Consider the following set of numbers (it's listed twice, just in different order).
1 3 5 7 -> 1 _ 5 _
3 1 5 7 -> _ 3 _ 7
Are you sure that's the intended result? Under some circumstances, you can even end up with sets of records of different sizes (only depending on the order). I'm a bit curious on why and how the setup came up.
Personally, I'd go with plugin, if the above is OK by you. If you need to make sure that some of the unique-ish elements never get omitted, you'd probably best of applying a test algorithm to a backup of the data. However, that may defeat it's purpose.
In fact, it sounds so interesting that I might create the solution for you (just to show it can be done) and blog about it. What's the dead-line?
I need certain custom entity fields to calculate and display values based on operations on the data in the system.
For example an a booking system implementation with contacts and custom entity: tickets. There is a one-many relationship between contact and tickets.I would like to create a field that calculates and displays in the contact form:
frequent flyers: more than 10 tickets bought.
a field that displays yes or no based on whether a first class ticket has ever been purchased. Ticket ref would start with say, FCxxx
If this isn't possible perhaps someone could suggest an alt method for displaying this info?
This is possible and you have some ways to do that: Workflow or Plug-in.
If you make a lot of calculations i think the best way is doing a plug-in. You can register in post create event of tickets entity and there you can make all this calculations and update the custom fields of contact entity.
You can check some tutorials about developing a plug-in:
http://mscrmshop.blogspot.pt/2010/10/crm-2011-plugin-tutorial.html
http://msdn.microsoft.com/en-us/library/gg695782.aspx
http://crmconsultancy.wordpress.com/2010/10/25/plugins-in-crm-2011/
Specific information about registering a plug-in:
http://msdn.microsoft.com/en-us/library/hh237515.aspx
In SDK you can find more examples.
As far I'm aware, it's not possible to achieve without coding. So, if you're looking for a way to customize it by mousing, you might be just out of luck.
If you wish to display that information upon retrieval of the a customer, it's probably fastest to get it using JavaScript. You can add a custom script to onload event. However, that means that you'll have to write JavaScript so if you're not into coding you'll have problems.
If you do know how to code, perhaps creating a plugin with C# is the most preferred way (that's what I'd do at least). The advantage of that lies in extensibility, should you realize that you wish to perform more operations.
Also, if you wish to store the computed values, you'll have to go with a plugin. Otherwise, only GUI operations will perform the computations. If a program will enter/retrieve data in the background, you can't rely that the values will be computed, unless you listen to the messages of Retrieve, Create etc.
I'm building a network business model in excel. A similar model is that of Gawker Media.
In my model I have a number properties that have some over lap of audience. Each property attracts users, which in turn affords cross promotional opportunities. In the case of Gawker they have a series of blogs whose audience will likely read several of their blogs in their network.
If gawker launched a new blog they're able to direct traffic from their blog network.
Creating a model for a single blog is fairly simple - although the initial assumptions are harder. The next step is to model the network effect.
Excel provides a scenarios manager that allows me to vary the key assumptions in the basic model. This is almost perfect, I can model the launch of 10 properties, each with different launch assumptions and see the summary.
Where I need help is figuring out how I can vary the initial number of users for the launch of each property. In other words, once the network is established, its possible to drive people to any new property launched on the network.
I don't believe the scenario manager will do what I need.
So, I'm wondering if its possible to use the model work sheet as a UDF? The UDF would need to spit out the monthly revenue and unique users given a number of input assumptions.
I would then be able to create my own summary sheet for the 10 properties and using the total uniques for each property get a summary for the network. This network summary would be used to determine how many people could be driven to the launch of a new property.
In effect, the only difference to the scenario manager is that I need one of my input variables (initial users) to be programmatically generated as a function of the number of people in the network at the time of launch.
I'm hoping its possible to achieve something along these lines in excel. I could drop down and create the whole model in Java, but then its much harder to share with business colleagues!
Thanks - Matt.
You could try Data Table.
It only allows you to analyse the effect of varying 2 input parameters, but you can create several data tables, and each parameter can take hundreds of different values.
It's little know, but efficient and available since Excel 3.0.
There is a product that I have researched but never used - search for calc4web. It takes a sheet of formulas and generates code (C++) that can be compiled into an XLL add-in. Then you can call a function that does what your sheet does. But of course then you have an XLL to distribute, and a build step every time you change your logic, which defeats much of the point of using a spreadsheet.
In my case, I wound up writing some very simple VBA code to vary my sheet "inputs" using the scenario manager, and capture my "outputs". This works if you have a batch of inputs that you can just point your macro at and step through.
EDIT:
See here for a VBA-only example of doing this:
using a sheet in an excel user defined function