Apologies for the naivety of the question, but I am brand new to using Nintex workflow in Sharepoint.
Having not found examples in the Nintex manuals or online, the simple task I wish to perform is to send a task to a user(s) to prompt them to update a specific field in the Sharepoint list.
I have created a workflow that assigns a task to a user when a new entry is created in a list. However, the "missing link" is that I cannot find how to present the list field to the user within the task such that they may simply update the existing field. e.g. Having created a new "client" entry in a list, I wish various people to populate fields on the records.
Creating a separate form per field I wish to be updated seems long-winded and within Nintex 2007 I am struggling to see how I incorporate existing field from the data list on which I am running the workflow.
Links or tips gratefully received.
Related
I'm syncing Account and Contact information between Dynamics CRM 365 and QuickBooks Desktop.
What I'm trying to do in CRM is have a checkbox called something like "Address updated since last QB Sync". It is locked so the user can't touch it and should automatically be checked when a user updates specific fields: company name, address, phone, email.
Trying to do this with a business rule, but apparently does not seem possible. Would be the best way to handle this (web resource, business process, etc)?
Pre-update plugin will be your best bet. Write a C# plugin to set the checkbox (bool) attribute in target entity if any of those four attributes are changed.
Register the target entity as Contact, even you can filter those four attributes in filtered attributes of Plugin step.
This avoids an explicit record update, also the plugin will fire only when any of those four fields were updated, and the flag will be set within the same DB transaction as an additional attribute.
You could also create a Workflow process that triggers when some of the attributes is updated, this is more inline with the use customization strategy that MSFT recommend, the downside is that you will have to create one Workflow for each of the entities
Hope It Hepls - M.Acosta.D
What I ended up doing was creating a web resource and assigning it to the OnChange event of the fields I wanted to monitor for changes:
function fieldChanged() {
Xrm.Page.getAttribute("new_updatessincelastqbsync").setValue(true);
}
address1_composite was a bit tricky since it wasn't detecting the OnChange event. Had to add the field that comprise of the composite as hidden fields and add the web resource to the OnChange event for those. Now it is working 100%.
We are using Dynamics CRM 2016 on-premise.
We want to send an e-mail from a workflow.
We got a lot of experience creating workflows, so this is probably not a newbie question.
We have a weird behaviour when we try to send an e-mail.
We tried the "Send E-Mail task" and also "Create entity record" of type "E-Mail". Both show the same behaviour.
I am attaching two screenshots. In that example we are attaching the workflow to a custom entity "Anlagenteil" but the error is the same for all entities we tried. When we try to configure the e-mail, it is not possible to set any values. So, on the second screenshot, the list below "Anlagenteil" is always empty.
This is also true when we try to set the value of the subject/topic which is just text.
(We know that we can't add text to the To/CC fields)
The same workflows works just fine when we try "phonecall" or some other activity entity.
The misbehaviour is the same for all users and on different computers.
There seems to be something broken with the e-mail entity in our environment and we have no idea where we could start looking for a fix. Any ideas?
Update: We found out that this is a rendering issue. It doesn't work in Firefox or Edge but it does work in Internet Explorer.
Have you tried creating a new Form for the Email entity and using that one in the Workflow Designer? We've experienced problems like this in the past due to Form Customizations and it was solved by using another form.
Keep in mind that the Workflow Designer uses the Sticky Forms, so in order to change the form used in the Workflow Designer, just switch forms in the UI.
I have trouble retrieving a value from a Quick View (as per quick view i mean show the related entity details in a parent entity, eg. primary contact email address on the account).
The usual way to retrieve those is by the sdk syntax:
Xrm.Page.getControl("contactQuickForm_contactQuickForm_contact_mobilephone");
I tried this approach but now the result is an empty control. Anyone had a chance to see this defect in the new rollup? I troubleshoot a little around it, including removing all the controls from the page and scroll through the list to confirm that the control wasn't actually there and i wasn't making any syntax errors.
I'm creating a solution which will be released as a managed solution for Dynamics CRM Online.
However, the customer will need to put information in when installing the managed solution to allow interaction with outside services.
For example, when you install the LinkedIn solution, you need to add your log in information to allow the CRM to access your LinkedIn account.
How do I add these parameters to the a solution, and then allow the customer to update them if they change?
Cheers
Edit:
To add to my query and following the answer below.
To make sure the process is correct in my head.
Option 1.
I will create a custom entity for storing key/value, or username/password combination.
I would then create a customisation page for the solution using html web resource, which when submitted, javascript would create a single record to hold those values.
I then need to link every record that needs the values stored in the custom record - I'm not sure how this would be done without editing a workflow after the storage record has been created, to link each normal record to the storage one.
Option 2.
Create an xml web resource that stores the values. Create the html/javascript resources to update this using the configuration page.
I can then use a javascript function to obtain that data when the custom entity is created, perhaps to populate hidden fields for storage and use behind the scenes.
I can't find any tutorials on getting started with using xml in this way - can you point me in the right direction?
I typically create a "Configuration" entity that has Name/Value attributes. This is also useful when you have Dev/Test/Prod environments that require different configs (e.g. URLs, credentials, etc).
Another approach is to using Plug-in configurations or Web Resources to store that type of information. The Plug-in configuration is pretty straightforward if you can have the customer use the Plug-in Registration tool to modify the value.
I have 2 entities (for this example) in CRM 2011 - Account and Case. The Account holds all of our clients, the case holds individual work actions for an account. When a case is created one of the input fields is the Account.
What I would like to do is upon the user selecting the Account, execute some javascript to look up the account entity to display some additional information.
So far I have got the javascript working that triggers the onchange event of the Account field, and it correctly gets the selected Account, but I don't know what the next step is.
I'm new to CRM so don't really know if what I'm asking is actually sensible, if there is a better way then please let me know.
Thanks!
For the record, the way you were thinking about doing things would be completely supported, and TechHike's method is supported in CRM 4, not CRM 2011. Steps you would take:
Use CRM 2011's web resources to upload a script file that does what you want.
Use the form editor to make your javascript method from step one fire when the Account field changes on the form
Make a request to CRM's REST endpoint (http://msdn.microsoft.com/en-us/library/gg334767.aspx) to retrieve the details of the account selected
Use the results to populate fields on the form, show a popup with details, etc.
There are plenty of examples of caling the REST endpoint from JavaScript in the SDK (http://msdn.microsoft.com/en-us/library/gg309408.aspx). Good luck!
Matt's post above contains everything you need to know, but you might also find the blog post below useful. It basically describes the same scenario where you have a 1:n relationship (such as Case and Account) and details how you can pull information from a specified lookup (e.g. account), using the REST endpoint (as Matt has already mentioned) and display it on the form.
http://community.dynamics.com/product/crm/crmtechnical/b/crminthefield/archive/2011/02/07/showing-related-information-in-a-crm-2011-form.aspx
The blog post includes a link to download a CRM2011 solution already built to give you something to look at how they've achieved this (useful if you're new to CRM2011).
There are two ways to do this, and you may be best to do them both in parallel:
on the Account > Case relationship edit the Mappings. When a user goes to an Account and uses the left navigation to look at Cases (or a grid of Cases on the form) then hits "Add New Case" they are creating a Case from inside the "context" of the Account. You can copy any fields you want to from the Account to the Case record at this point - the Mappings define what field from the Account are copied to which target field on the Case. This will always be the most robust, easiest way to do it but relies on the user starting in the right place.
on the Case for you could also add an onChange script to the Parent Customer lookup to fetch the data from the parent record. I think Stephen's link is probably the best way to do this as it does not copy the fields but allows the user to see them anyway, which is better database design (from a purist standpoint) and means the user always sees current info about the Account rather than possibly out of date stuff. Alternatively if you actually need to copy some fields (maybe the customer's normal SLA say) so that you can use these in other such as scripts or workflows on the Case then have a look at this article: Disabling the selection of contacts for opportunities all the way
Although this is about a slightly different topic, the script there fetches the Account details of the parent Contact - you want to fetch values from a parent (llokup) field so the approach is the same, just different in the detail
There are various ways to do this but I would recommend doing it the supported way, without javascript. This may not be as pretty but it is likely much easier. The scenario would be to add a left navigation link to the case entity that when clicked will update the content area to show the details of the account.
To add a link to the left navigation you will need to configure the isv.config file to have an extra link for the case entity.
Here's an example:
http://support.sfusion.com/kb/hosted-microsoft-crm-4/how-do-i-modify-the-isv-config-file-in-microsoft-crm-4/
You can also lookup isv.config customizations in the SDK, found here:
http://www.microsoft.com/downloads/en/details.aspx?FamilyID=82e632a7-faf9-41e0-8ec1-a2662aae9dfb&displaylang=en
Next you will need to create a custom aspx page in the ISV folder of the web server. This page will display all the information about the account that you want to show the user when the left navigation link is clicked. The ISV.config as an xml property that allows you to pass all the context params to your page on the querystring. Make sure when you create the link to turn on this attribute.
Now the only tricky part is that in the page you will need to use the CRM web service to display all the account details that you interested in showing the user. I won't do into details on this. You can find great tutorials on the web or in the SDK if you haven't done this before.