I am creating a custom workflow which will trigger when status of a Quote will be changed and it will create an Order taking all the values from that Quote record.
Now Creating an Order is the easy part, but get the values from the Quote record is not, for me.
Could you please suggest me a way.
Thanks.
Why are you doing this rather than simply clicking the "Create Order" button on the Quote form? That'll suck all the information in the relationship mapping through for you. And the products.
Not sure if you can do it without a customer workflow activity. You'll need to create a customer workflow activity. You can grab the id from the PrimaryEntityId. Once you have the Id, you can lookup all of the attributes using the C# SDK and use that information to populate and create your Order.
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 accidentally deleted one transaction form(Primary Inventory Adjustment),is it possible to get it back ??
If not how to create another form please help me
Go to Customizations > Forms > Transaction Forms
It will list all transaction form. If you need to create a custom one click 'Customize' link in one of the standard form and you can now add fields, etc.
It is not possible to get back a deleted record, unless you have a sandbox environment with a copy.
To create a new form do as eliseobeltran sald.
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.
can anybody please let me know how can I map field from Product to Order Product and Product to Quote Product in CRM 2011.
CRM doesnt allow us to direct map.
You can't map these using attribute mappings.
One way around this is to write plugins on the PreCreate so that at least when you save the record it populates the data on save.
For plugin reference, the Quote Product entity is called quotedetail and the Order Product entity is called salesorderdetail.
Another other way around this, if you only need it firing on the UI, is create some javascript that triggers during onload of the form and populates this data for you.
If you want a no code method you could fire a workflow on create of the Order/Quote product and populate the fields from the product using an update. Only downside to this is the workflow runs asynchronously so you cannot predict when this mapping data will hit the record.
Finally, if you want another no code way to achieve this, and you don't mind investing a little money in a Formula Rules Engine tool I'd recommend looking into Formula Manager by xRM Consultancy and North 52 (Link to Formula Manager). This allows you to set up formulas on both the UI and Server Side which would do all of this mapping for you.
If you want a no code method you could fire a workflow on create of the Order/Quote product and populate the fields from the product using an update. The only downside to this is the workflow runs asynchronously so you cannot predict when this mapping data will hit the record.
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.