Hello folks! Here we are back with one more interesting trick. Some days ago I came across this question on Sage development partner\u2019s forum. Thought I could modify the suggestion with screens and add it over here. Here is the scenario posted by user.<\/p>\n
\u00a0Scenario: <\/span><\/strong><\/p>\n I have a customer who wants to call an external URL from a workflow action passing in some query string parameters. I created a new workflow action which calls a custom asp page. \u00a0This custom asp page uses javascript to call window.open which opens up the external URL in a separate window. \u00a0I then update the oppo record’s stage as well as the work flow instance’s currentstateid. \u00a0All of this works great, but I have 2 issues. \u00a0One, the workflow history doesn’t get created when I change the workflow instance. \u00a0I guess I should have expected that, but I was curious as to how I would create the workflowhistory. \u00a0I can call the CreateRecord method and save it, but I’m not sure what the TransitionId should be. \u00a0Not sure where that value comes from. \u00a0The other problem is, once I close out of the new window that popped up and I go back to the crm screen it shows a blank screen. \u00a0I tried using Response.Redirect to take me back to the Oppo Summary screen but when I do that it never pops up the new window. \u00a0Does anyone have any suggestions on how to handle this? \u00a0It would be nice to be able to pop up the new window and when I go back to the crm screen show the workflow progress window which would allow the user to put in a tracking note and advance the worfklow state. \u00a0Is that possible? \u00a0How do you call up the workflow progress screen? \u00a0Thanks.<\/em> Clicking on Queue button will open below screen and say google.com in popup window.<\/p>\n Here are the steps you can follow.
\nWhat can be done?<\/span><\/strong>
\nRequirement is to open Opportunity Workflow Progress screen as well as open a page in Popup window as shown below.<\/p>\n
\n1)\u00a0Log in to Sage<\/strong> CRM<\/strong>
\n2)\u00a0Go to Administration<\/strong> | Customization<\/strong> | Secondary Entity<\/strong> | Opportunity Progress<\/strong> \u00a0| Screen<\/strong>
\n3)\u00a0Create New Opportunity workflow Progress<\/strong> Screen<\/strong> by clicking on New<\/strong> button
\n4)\u00a0Add Required column in above mentioned screen
\n5)\u00a0Go to Administration<\/strong> | Advanced Customization<\/strong> | Workflows<\/strong> | Opportunity Workflow<\/strong>
\n6)\u00a0Click on Edit workflow<\/strong> button
\n7)\u00a0Click on <Workflow Rule<\/strong> > button
\n8)\u00a0Enter Custom Asp Page path in Custom File Name field
\n9)\u00a0Click on save button
\n10)Click on Activate Workflow button
\n11)\u00a0Open Custom Asp <\/strong>Page file into Notepad or Notepad++
\n12)\u00a0Write a JavaScript code to open <External URL Page> on Page Load.
\n13)\u00a0Using eWare.GetBlock (<Screen Name>)<\/strong> method call
\n(Opportunity workflow Progress<\/strong> , Opportunity Progress Note Box<\/strong>) on screen
\n14)\u00a0After clicking on Save button kindly follow the below given steps
\na.Create new record into Opportunity Progress<\/strong> entity
\nb.Handle Workflow<\/strong> Progress<\/strong> entry
\ni. Fetch Opportunity Workflow id<\/strong> from Workflow<\/strong> Entity
\nii.Based on Workflow id<\/strong> fetch Workflow State id<\/strong> from Workflow\u00a0 State<\/strong> entity
\niii.Based on Workflow Id<\/strong> and State id<\/strong> fetch \u00a0Top 1 Workflow Transition id<\/strong>
\nfrom \u00a0vWorkflowTransition<\/strong> view
\niv. Add new entry into Workflow Instance<\/strong> entity
\nv.\u00a0Add new entry into Workflow History<\/strong> entity
\nvi.Update new Workflow Instance id<\/strong> into Opportunity
\nWorkflow id field
\nc.Navigate user to Opportunity Summary Screen<\/p>\n","protected":false},"excerpt":{"rendered":"