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Custom Entities and the State/Status Code Values

Microsoft Dynamics CRM

 
 
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Unread 28-11-2007, 10:05 AM   #1
Bob McMahon
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Posts: n/a
Custom Entities and the State/Status Code Values

We created a custom entity called "Service Order" that operates similar to a
Case/Incident in that it has several "states": New, In-Process, Completed and
Canceled.

Each Service Order state has a number of sub-status values.

I tried to use the OOTB CRM fields "statecode" and "statuscode" for managing
the settings for each one (similar to the way you handle Cases) and I was
surprised to find that I could not define any state codes for custom
entities. Without a state code, I am left with Active and Inactive.

When a Service Order has been completed and paid, I need to lock down the
form. Does anyone know how to set state codes and map them to status codes
for custom entities?
--
Bob McMahon
Sr. Business Systems Manager
Roland DGA Corporation
 
Unread 28-11-2007, 10:05 AM   #2
Jeffry van de Vuurst
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Posts: n/a
Re: Custom Entities and the State/Status Code Values

Hi Bob,

You're right custom entities only have 2 fixed statecodes, Active and
Inactive. However, you can add multiple statuscodes to those statecodes. So
you could create:
Active - New
Active - In Progress
Inactive - Completed
Inactive - Canceled

Statecode Inactive will lock down the form, so if you set the statuscode to
Completed or Canceled, you're record/form will be deactivated. I'm not sure,
but you might have to create some custom buttons to change the statuscodes
for your custom entity.

HTH,

--
Jeffry van de Vuurst
CWR Mobility BV
www.cwrmobility.com/weblog
--

"Bob McMahon" <bmcmahon@rolanddga.com> wrote in message
news:E26EB4DC-3BBC-423F-A60B-928E5E5F4FD1@microsoft.com...
> We created a custom entity called "Service Order" that operates similar to
> a
> Case/Incident in that it has several "states": New, In-Process, Completed
> and
> Canceled.
>
> Each Service Order state has a number of sub-status values.
>
> I tried to use the OOTB CRM fields "statecode" and "statuscode" for
> managing
> the settings for each one (similar to the way you handle Cases) and I was
> surprised to find that I could not define any state codes for custom
> entities. Without a state code, I am left with Active and Inactive.
>
> When a Service Order has been completed and paid, I need to lock down the
> form. Does anyone know how to set state codes and map them to status codes
> for custom entities?
> --
> Bob McMahon
> Sr. Business Systems Manager
> Roland DGA Corporation


 
Unread 28-11-2007, 10:05 AM   #3
Bob McMahon
Guest
 
Posts: n/a
Re: Custom Entities and the State/Status Code Values

Thanks for the confirmation, Jeffry.

I'll probably have to resort to that. We need the form locked down after
approval.

PS: We actually do have custom buttons for various actions, including
approvals.

--
Bob McMahon
Sr. Business Systems Manager
Roland DGA Corporation


"Jeffry van de Vuurst" wrote:

> Hi Bob,
>
> You're right custom entities only have 2 fixed statecodes, Active and
> Inactive. However, you can add multiple statuscodes to those statecodes. So
> you could create:
> Active - New
> Active - In Progress
> Inactive - Completed
> Inactive - Canceled
>
> Statecode Inactive will lock down the form, so if you set the statuscode to
> Completed or Canceled, you're record/form will be deactivated. I'm not sure,
> but you might have to create some custom buttons to change the statuscodes
> for your custom entity.
>
> HTH,
>
> --
> Jeffry van de Vuurst
> CWR Mobility BV
> www.cwrmobility.com/weblog
> --
>
> "Bob McMahon" <bmcmahon@rolanddga.com> wrote in message
> news:E26EB4DC-3BBC-423F-A60B-928E5E5F4FD1@microsoft.com...
> > We created a custom entity called "Service Order" that operates similar to
> > a
> > Case/Incident in that it has several "states": New, In-Process, Completed
> > and
> > Canceled.
> >
> > Each Service Order state has a number of sub-status values.
> >
> > I tried to use the OOTB CRM fields "statecode" and "statuscode" for
> > managing
> > the settings for each one (similar to the way you handle Cases) and I was
> > surprised to find that I could not define any state codes for custom
> > entities. Without a state code, I am left with Active and Inactive.
> >
> > When a Service Order has been completed and paid, I need to lock down the
> > form. Does anyone know how to set state codes and map them to status codes
> > for custom entities?
> > --
> > Bob McMahon
> > Sr. Business Systems Manager
> > Roland DGA Corporation

>

 
Unread 28-11-2007, 02:01 PM   #4
Doug Stevens
Guest
 
Posts: n/a
Re: Custom Entities and the State/Status Code Values

I have a similiar question. When changing the custom entity's state from
active to inactive, it does not allow for a change in status code.

For example, when changing to deactivate, there are two status code values,
"completed" and "cancelled". The default is completed. However, wish to
give the user the ability to choose the status.

Are ther examples of this being accomplished with custom entities?




"Bob McMahon" wrote:

> Thanks for the confirmation, Jeffry.
>
> I'll probably have to resort to that. We need the form locked down after
> approval.
>
> PS: We actually do have custom buttons for various actions, including
> approvals.
>
> --
> Bob McMahon
> Sr. Business Systems Manager
> Roland DGA Corporation
>
>
> "Jeffry van de Vuurst" wrote:
>
> > Hi Bob,
> >
> > You're right custom entities only have 2 fixed statecodes, Active and
> > Inactive. However, you can add multiple statuscodes to those statecodes. So
> > you could create:
> > Active - New
> > Active - In Progress
> > Inactive - Completed
> > Inactive - Canceled
> >
> > Statecode Inactive will lock down the form, so if you set the statuscode to
> > Completed or Canceled, you're record/form will be deactivated. I'm not sure,
> > but you might have to create some custom buttons to change the statuscodes
> > for your custom entity.
> >
> > HTH,
> >
> > --
> > Jeffry van de Vuurst
> > CWR Mobility BV
> > www.cwrmobility.com/weblog
> > --
> >
> > "Bob McMahon" <bmcmahon@rolanddga.com> wrote in message
> > news:E26EB4DC-3BBC-423F-A60B-928E5E5F4FD1@microsoft.com...
> > > We created a custom entity called "Service Order" that operates similar to
> > > a
> > > Case/Incident in that it has several "states": New, In-Process, Completed
> > > and
> > > Canceled.
> > >
> > > Each Service Order state has a number of sub-status values.
> > >
> > > I tried to use the OOTB CRM fields "statecode" and "statuscode" for
> > > managing
> > > the settings for each one (similar to the way you handle Cases) and I was
> > > surprised to find that I could not define any state codes for custom
> > > entities. Without a state code, I am left with Active and Inactive.
> > >
> > > When a Service Order has been completed and paid, I need to lock down the
> > > form. Does anyone know how to set state codes and map them to status codes
> > > for custom entities?
> > > --
> > > Bob McMahon
> > > Sr. Business Systems Manager
> > > Roland DGA Corporation

> >

 
Unread 28-11-2007, 04:02 PM   #5
Bob McMahon
Guest
 
Posts: n/a
RE: Custom Entities and the State/Status Code Values

This is precisely the problem I was aluding to. There is CLOSE capability for
custom entities.

Cases are closed. Opportunities are Won and Lost. You have no facility for
this with custom entities.

Standard answer will most likely be "build yourself a cusom button to close
the entity and change both statuses using a post callout."

IMHO, this needs to be fixed.
--
Bob McMahon
Sr. Business Systems Manager
Roland DGA Corporation


"Bob McMahon" wrote:

> We created a custom entity called "Service Order" that operates similar to a
> Case/Incident in that it has several "states": New, In-Process, Completed and
> Canceled.
>
> Each Service Order state has a number of sub-status values.
>
> I tried to use the OOTB CRM fields "statecode" and "statuscode" for managing
> the settings for each one (similar to the way you handle Cases) and I was
> surprised to find that I could not define any state codes for custom
> entities. Without a state code, I am left with Active and Inactive.
>
> When a Service Order has been completed and paid, I need to lock down the
> form. Does anyone know how to set state codes and map them to status codes
> for custom entities?
> --
> Bob McMahon
> Sr. Business Systems Manager
> Roland DGA Corporation

 
Unread 04-12-2007, 05:10 PM   #6
Mike
Guest
 
Posts: n/a
Re: Custom Entities and the State/Status Code Values

Hi Doug,

This is Mike here. I believe that is a Web Dialogue box you are referring
to. Unfortunately, Web Dialogue Boxes are not open for customizing.

Thanks and please let me know if you have additional questions!

Kind regards,
Mike
Partner Newsgroup Support

================================================== ====
PLEASE NOTE: The partner managed newsgroups are provided to assist with
break/fix issues and simple how to questions.
================================================== ====
We also love to hear your product feedback! Let us know what you think by
posting from the web interface: Partner Feedback from your newsreader:
microsoft.private.directaccess.partnerfeedback. We look forward to hearing
from you!
================================================== ====
When responding to posts, please "Reply to Group" via your newsreader so
that others may learn and benefit from this issue.
================================================== ====
This posting is provided "AS IS" with no warranties, and confers no rights.
================================================== ====
 
Unread 04-12-2007, 06:16 PM   #7
Mike
Guest
 
Posts: n/a
Re: Custom Entities and the State/Status Code Values

Hi Doug,

This is Mike here. I believe that is a Web Dialogue box you are referring
to. Unfortunately, Web Dialogue Boxes are not open for customizing.

Thanks and please let me know if you have additional questions!

Kind regards,
Mike
Partner Newsgroup Support

================================================== ====
PLEASE NOTE: The partner managed newsgroups are provided to assist with
break/fix issues and simple how to questions.
================================================== ====
We also love to hear your product feedback! Let us know what you think by
posting from the web interface: Partner Feedback from your newsreader:
microsoft.private.directaccess.partnerfeedback. We look forward to hearing
from you!
================================================== ====
When responding to posts, please "Reply to Group" via your newsreader so
that others may learn and benefit from this issue.
================================================== ====
This posting is provided "AS IS" with no warranties, and confers no rights.
================================================== ====
 
Unread 04-12-2007, 07:00 PM   #8
Mike
Guest
 
Posts: n/a
Re: Custom Entities and the State/Status Code Values

Hi Doug,

This is Mike here. I believe that is a Web Dialogue box you are referring
to. Unfortunately, Web Dialogue Boxes are not open for customizing.

Thanks and please let me know if you have additional questions!

Kind regards,
Mike
Partner Newsgroup Support

================================================== ====
PLEASE NOTE: The partner managed newsgroups are provided to assist with
break/fix issues and simple how to questions.
================================================== ====
We also love to hear your product feedback! Let us know what you think by
posting from the web interface: Partner Feedback from your newsreader:
microsoft.private.directaccess.partnerfeedback. We look forward to hearing
from you!
================================================== ====
When responding to posts, please "Reply to Group" via your newsreader so
that others may learn and benefit from this issue.
================================================== ====
This posting is provided "AS IS" with no warranties, and confers no rights.
================================================== ====
 
 

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