In the scaffolded module there are two alternatives of the actions defined: a window action and a server action.
But what is the difference of those actions conceptually and when to use which of them?
In Window action, we are register Tree,Form,Kanban,Calendar etc ids. Based on priority, it will open related view.
While Server action are useful for following different-different purpose with selected Base model.
Send Email
Execute Python Code
Trigger a Workflow signal
Run client action
Create or Copy a new Record
Write a Record
Execute several actions
Related
I'm new to SuiteScript. Is it possible for SuiteScript 2.0 to create a trigger to start some funcionality as soon as a new file is uploaded to a particular folder in Netsuite's File Cabinet (by web services or manually by drag and drop zone)?
Thanks in advance for helping me out.
I do not see that a server side User Event script can fire for the File object like it can for so many other objects. It is not listed in the "Applies To" field for a script's Deployment record.
Additionally, Workflows have a similar field called "Record Type", and it is not listed there, either.
If you are creating File objects via SuiteTalk, you can execute logic after the "add" method is executed synchronously, or you can call a RESTLet if you would like to execute logic server-side in NetSuite.
I am new to Microsoft Unified Service Desk, therefore please pardon me if i make any mistake.
My scenario is when a call is received by a call center agent in Unified Service Desk then initially he will create a case for the particular customer and initially the caseID will be null therefore call center agent will see a new case window where he can create a case. Once the case is created he will save the details and the caseID will also be saved. Now, in the next step he will transfer the call to the supervisor and in this case the supervisor will not see a new case window instead he will have the details in-front of him of that particular customer that were saved earlier.
But how will i achieve that do i have to create a hosted control and is there a way i can execute JavaScript inside hosted control.
Looking forward to your help.
Thanks.
What you need to do is.
Create 2 Action Calls.
1st Action Call for New Case with Action New CRM Page.
2nd Action Call for Open Case with Action Open CRM Page.
Put Condition inside Action 1 [[$Settings.YourCaseID]]==""
Put Condition inside Action 2 [[$Settings.YourCaseID]]!=""
Create another Action with SaveSetting Action and CRM Global Manager hosted control.
Once the case is saved fire the third action call (It will save the CaseID inside $Setting).
Now when the case is transferred it will open the case with SavedID.
I have a Finder Sync Extension that will display a badge on a file based on the state of a local database. It's straightforward enough to query this database in the requestBadgeIdentifierForURL function, but what if I want the badge to change for a Finder item that's already visible if the state of that database has changed (which can be via a notification through any variety of mechanisms). The documentation (https://developer.apple.com/library/content/documentation/General/Conceptual/ExtensibilityPG/Finder.html) would seem to imply this is possible with this statement:
You might also want to track these URLs, in order to update their
badges whenever their state changes.
The only ways I can imagine this would be possible (and most seem wrong) would be:
call setBadgeIdentifier:forURL from another application that is aware of the change
Launch a thread in the init function of my extension which listens for notifications and calls setBadgeIdentifier:forURL when it receives them
Call some OS API that prompts Finder that the extension should be triggered via requestBadgeIdentifierForURL.
Only the last one seems feasible, and could be managed via the extension informing the outside resource what needs refreshing via the beginObservingDirectoryAtURL/endObservingDirectoryAtURL callbacks, but i don't know what mechanism could do this.
I am working on designing a lengthy approval system in CRM using a combination of OOB workflows (designed using CRM UI Workflow Designer) and custom actions (actions written using .NET code). Idea is to keep the entire branching/simpler logic in OOB workflow and call custom Actions wherever necessary. However I have few questions with this approach:
How can I handle run-time errors generated in the action code?
For example, one of my Actions contain the code to push data to an external system via web service. In case this web service call fails, I need to perform some steps in the parent workflow.
How can I handle 'if conditions' which can't be handled by 'Check Condition' step? For example, suppose that before performing a certain workflow step I need to check some data which can't be queried within CRM. I can create an Action which will return true/false based on the custom logic which can then be checked in parent workflow.
An alternate approach would be to use plugins but I am inclined towards using OOB functionalities as much as possible. Any inputs would be helpful.
First of all let's clear the semantics, because I'm not sure if you understand what are you talking about - there are Actions (you can refer to them as custom actions, but then you should refer to every workflow you create as custom and I figured out of your post that you are describing them as OOB, which also is semantically wrong - every workflow you create is a custom workflow, maybe it's using OOB steps, but that's a different story) and Custom Workflow Activities. I'm assuming that you want to use Custom Workflow Activities, because the are more suited for what you are trying to achieve here. Also you tagged your question as CRM 2011 and CRM 2013 - not sure what you meant, because Actions were not available for CRM 2011.
So basically Custom Workflow Activities can have Input and Output parameters. Output parameters are answer to both your questions, because you can use them to get the error message after your custom processing or use then in conditional statements later in your workflow. Output parameters can be defined like that:
[Output("Error message")]
public OutArgument<string> ErrorMessage { get; set; }
You can find more examples here:
https://technet.microsoft.com/en-us/library/gg327842.aspx
You can of course set this properties simply by calling
ErrorMessage.Set(executionContext, messageText)
So now when you define your workflow, wherever you need something not configurable in OOB blocks, you can put your Custom block, after it's done simply check it's output for the error (this is just an example, you can pimp it up by adding additional output parameters, to make it more generic), if it's empty then do something, if not then do something else for example send email with the error message. It all depends on what are you trying to achieve.
Actions are serving different purposes, they are useful to create a logic that can be easily called through plugin or javascript (webAPI) and allows you to also put a plugin on it alongside doing everything within one transaction. Maybe it will be useful somewhere in your workflow, but as far as I remember in CRM 2013 actions could not be called from a workflow...
UPDATE:
Ok so if we are dealing with CRM 2016, we can call Action from a workflow. What is best in this situation really depends on the scenario and what we are trying to achieve, but to make it easier to decide let me highlight main differences:
1) Activities are simply a blocks of code that can be put inside your workflow. Actions by themself are not code, they are custom Messages that you can call. Of course you can register a plugin on this custom Message and do there any custom logic you want, but this is another step to take
2) Actions can be run in transaction, Activities not (but you can run Activities inside Actions, so in this case they can run in transaction)
3) Actions can be called directly from Javascript, plugins and workflows. It's a great thing, but if you will make let's say 10 custom Actions which you will be using ONLY inside you one workflow, they will be visible when you will be registering plugins (and also any js developer will be able to call them with JS)
So basically Actions are a big, fat feature that can serve many purposes (including running Activities on their own!), Activities are much simpler but in your case they will also do their job. So you should ask yourself questions:
Do I need my logic to run inside transaction?
And
Do I need to call this logic somewhere else than my workflow?
If you have any "Yes" then go for Actions, of no, then go for Activities, because you will be overcomplicating things without any good reason.
I was wondering if anybody ran into the same issue as I am facing now.
What I'm trying to do is have a workflow that checks the condition of a field (optionset) of a form. If the field has option 1, 2 or 3 then create new record with certain shared attributes, otherwise start a child workflow. The child workflow is a "Dialog" process, not a "workflow" process which informs the user that the record was not created and why. For some reason I cannot select the dialog workflow from the dropdown list of available child workflows...
Both the parent workflow and the "dialog" workflow process are based on the same entity.
If anybody has any ideas on how I could debug this or any clues in general I would greatly appreciate your feedback.
Thanks for taking the time to read this post!
It is not possible to call a dialog from a workflow (see here).
Workflows are generally triggered by events.
Imagine the ramifications - which user would receive the dialog and what if no-one was logged in?
One option is to drive everything with JavaScript
Trigger on change of the option set
Create the records
Start the workflow
Start the dialog
See the section under the heading "Opening a Dialog Process by Using a URL" on MSDN here
Rather use the URL than showModalDialog or showModelessDialog.
What might work even better is to call an Action from JavaScript. The Action can run synchronously and create all records, start child workflows and dialogs.
A synchronous workflow can stop an event and return an error message to the user, but cannot return success messages - it look like this will not meet your requirements, but Gareth Tucker has an example here.