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MS CRM 2011: Extended handling of Save events in Microsoft Dynamics CRM 2011

About 1.5 ago I wrote post which describes how to work with additional parameters during save of form. I decided to go through all available standard forms and create extended list of available parameters.

Here is the list of supported save modes which can be found at following article – http://technet.microsoft.com/en-us/library/gg509060.aspx:

1

Here is my addition to this list:

Lead Qualification

ExecutionObj.getEventArgs().getSaveMode() equals to 16

Additional available fields:

Additional Field Comment
crmFormSubmit.qlShowNew.value Equals to true if checkbox “Open newly created records” is checked, otherwise equals to false
crmFormSubmit.qlCreateAccount.value Equals to true is checkbox “Create Account” is checked
crmFormSubmit.qlCreateContact.value Equals to true is checkbox “Create Contact” is checked
crmFormSubmit.qlCreateOpportunity.value Equals to true is checkbox “Create Opportunity” is checked
crmFormSubmit.ulNewStatus.value Value of new status
crmFormSubmit.qlOppCurrencyId.value Filled in case checkbox “Create Opportunity” is checked, contains identifier of currency
crmFormSubmit.qlOpportunityParentType.value Filled in case checkbox “Create opportunity” is selected, both contact and account are unchecked, contains typecode of selected customer(1 – account, 2 – contact)
crmFormSubmit.qlOpportunityParentId.value Filled in case checkbox “Create opportunity” is checked, both contact and account are unchecked, contains identifier of selected customer

Opportunity

When you are closing opportunity for both cases (Win and Lost) ExecutionObj.getEventArgs().getSaveMode() equals to 5

Additional Field Comment
crmFormSubmit.crActivityXml.value Contains information about Opportunity Close activity that will be created. Sample for case when Opportunity is closed as Won:
<opportunityclose>
<actualrevenue>1875000</actualrevenue>
<activityid>{E0158FD7-B25E-E111-8D38-08002742C360}</activityid>
<opportunityid>{2D75634F-9973-E011-8720-00155DA5304E}</opportunityid>
<description>Description</description>
<actualend>2012-02-23T00:00:00</actualend>
<subject>Subject for close task</subject>
</opportunityclose>Sample for case when Opportunity is closed as Lost:<opportunityclose>
<actualrevenue>0</actualrevenue>
<activityid>{3FCCBBD8-B55E-E111-8D38-08002742C360}</activityid>
<opportunityid>{2D75634F-9973-E011-8720-00155DA5304E}</opportunityid>
<description>Description</description>
<actualend>2012-02-23T00:00:00</actualend>
<subject>Subject for close task</subject>
<competitorid>{4C97A4EC-B55E-E111-8D38-08002742C360}</competitorid>
</opportunityclose>
crmFormSubmit.crNewStatus.value Contains new status for Opportunity
crmFormSubmit.crNewState.value Contains new state for Opportunity

Example how to work with activity field you can find at following post – http://butenko.pro/2010/06/extended-handling-of-save-event-in-forms-with-close-dialog-like-opportunitites/

Here are additional events that can be handled during work with Opportunity form:

Event Mode ExecutionObj.getEventArgs().getSaveMode() equals to
New Quote 22
New Sales Order 21
New Invoice 23

 

Quote

When you create Create Order from Activated Quote ExecutionObj.getEventArgs().getSaveMode() equals to 17. Additional fields:

Additional Field Comment
crmFormSubmit.aqDescription.value Contains description
crmFormSubmit.aqActualRevenue.value Contains actual revenue, available only when checkbox “Use Given Revenue” checkbox is checked
crmFormSubmit.aqUseGivenRevenue.value Contains true when “Use Given Revenue” checkbox is checked
crmFormSubmit.aqCloseOpportunity.value Contains true when “Close Opportunity” checkbox is checked
crmFormSubmit.aqCloseDate.value Contains Close Date
crmFormSubmit.aqNewStatus.value Contains new Status for Quote

 

When you close Quote ExecutionObj.getEventArgs().getSaveMode() equals to 25. Additional fields for event:

Additional Field Comment
crmFormSubmit.cqDescription.value Contains description
crmFormSubmit.cqOppState.value Contains new Opportunity state
crmFormSubmit.cqOppStatus.value Contains new Opportunity status
crmFormSubmit.cqActivityXml.value Contains close activity
crmFormSubmit.cqCloseOpp.value Contains true when checkbox “Close Opportunity” is checked
crmFormSubmit.cqReviseQuote.value Contains true when checkbox “Revise Quote” is checked
crmFormSubmit.cqCloseDate.value Contains Close date
crmFormSubmit.cqNewStatus.value Contains new Status for Quote

 

Here are additional events that can be handled during work with Quote form:

Event Mode ExecutionObj.getEventArgs().getSaveMode() equals to
Get Products 28
Activate 29
Revise 24

 

Sales Order

When you fulfill Sales Order ExecutionObj.getEventArgs().getSaveMode() equals to 56. Additional fields for event:

Additional Field Comment
crmFormSubmit.coDescription.value Contains description
crmFormSubmit.coCloseDate.value Contains Close date
crmFormSubmit.coNewStatus.value Contains new Sales Order status

When you cancel Sales Order ExecutionObj.getEventArgs().getSaveMode() equals to 26. Additional fields for event:

Additional Field Comment
crmFormSubmit.coDescription.value Contains description
crmFormSubmit.coCloseDate.value Contains Close date
crmFormSubmit.coNewStatus.value Contains new Sales Order status

Here are additional events that can be handled during work with Quote form:

Event Mode ExecutionObj.getEventArgs().getSaveMode() equals to
New Invoice 19
Use Current Pricing 51
Get Products 43
Lock Pricing 50

 

Invoice

Here are additional events that can be handled during work with Invoice form:

Event Mode ExecutionObj.getEventArgs().getSaveMode() equals to
Invoice Paid 57
Invoice Canceled 27
Get Products 44
Lock Pricing 52
Use Current Pricing 53

 

Case (Incident)

When you Resolve Case ExecutionObj.getEventArgs().getSaveMode() equals to 5. Additional fields for event:

Additional Field Comment
crmFormSubmit.crNewStatus.value Contains new Status
crmFormSubmit.crActivityXml.value Contains Close Case activity in XML format. Sample:

<incidentresolution>
<timespent>30</timespent>
<description>Description</description>
<subject>Resolution</subject>
<incidentid>{70FCC0D4-D660-E111-82A9-08002742C360}</incidentid>
</incidentresolution>

 

When you Cancel Case ExecutionObj.getEventArgs().getSaveMode() equals to 40.

Contact

Here are additional events that can be handled during work with Contract form:

Event Mode ExecutionObj.getEventArgs().getSaveMode() equals to
Invoice Contract 38
Recalculate 4
Cancel Contract 33

crmFormSubmit.ccCancellationDate.value contains date of contract cancellation

Copy Contract 39
crmFormSubmit.ccIncludeCancelledLines.value equals to true if checkbox “Include cancelled lines” is checked
Hold Contract 31
Release Hold 32
Renew Contract 34
crmFormSubmit.rcIncludeCancelledLines.value equals to true if checkbox “Include cancelled lines” is checked

Of course you should know that this approach is 100% unsupported.

7 Comments on “MS CRM 2011: Extended handling of Save events in Microsoft Dynamics CRM 2011

  1. Hi Andrii,
    I have the problem to manage the Close Event in the Task entity, because I need to do some different action if the task close "Completed" or close "Canceled". I understood that I can use event.mode but how I can know the new status ?
    I try to use this code
    if (event.Mode == 5){
    alert(crmFormSubmit.crNewStatus.value);
    }
    but it doesn't work, do you know why ?

  2. Hi Andrii,

    Want to know that would it help for CRM 2016 Online ?
    i want to run a javascript when the Opportunity gets closed, but even though the opportunity form is getting disabled and status is changing the javascript is not getting triggered.

    Any suggestion ??

      1. function ABC(execObj) {
        debugger;
        try {
        var status = execObj.getEventArgs();
        if (status.getSaveMode()==5 || status.getSaveMode()==”5″) {
        alert(“message”);

        }
        else if (saveMode == “6”) {

        alert(“Opportunity ” + saveMode);
        }

        }
        catch (ex) {
        alert(“exception”);
        }
        }

        1. Hi,

          Above mentioned function is not getting triggered on close of opportunity ..the function is scheduled on form “OnSave”.

        2. If you want to handle closing of window event I’m afraid you can’t. You can handle only handle only save events.

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