Workflow Action Screen Customization using Client side scripting

By | March 29, 2016

Workflow automation is one of the more popular features, as it eliminates the need to perform many tasks manually. Within a simple user interface, you can easily set up rules to automate many of your day-to-day tasks. CRM application provides lot of options for workflow automation.
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Suppose, we need to highlight status and stage in color format while creating new case. So that user can easily identify or easily get the idea about current case stage and status.
We can implement this customization by adding client side script in Workflow. Follow below steps to implement the same. FYI, we are referring Case Workflow in below scenario.
1) Go to Administrator >> Advance Customization >> Workflow >> Case Workflow.
2) Click on Change Workflow button.
3) Select Queue workflow and set the Rule action as per below screenshot.
Rule action
4) Once “Action” is created, Click on asterisk symbol under the Message Caption new pop up window will get open. Refer below screenshot.
5) Add the below sample code into translation and “Activate” workflow.
if (window.addEventListener)
     window.addEventListener(“load”, setColor, false)
if (window.attachEvent)
    window.attachEvent(“onload”, setColor)
//Function to change color
function setColor()
{ “Red”;  //apply color “blue”;
</ Script >
6) Once above steps are done. Create the new case and progress case to Quoted stage. You can see the Status and Stage in Red and Blue color respectively. Refer below screenshot.

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Also Read:
1) Sage CRM 7.3 – Introduction of New Opportunity Workflow
2) Calling Stored Procedure from Workflow Rule
3) Calling Javascript function from Workflow progress screen
4) Easiest way to create workflow component
5) Merge to PDF through workflow in Sage CRM 7.3