microsoft.public.crm :: Close Opportunity programmatically


	Close Opportunity programmatically Is it possible to close opportunity programmatically using callouts or client script? For example, if I will change the value of some field on the form and save the changes, crm calls PostUpdate callout and depending on the the field value close opportunity with different status. Or, if I will use onSave() or onChange() events and close opportunity using javascript. What kind of code I should use? Should I create new Opportunity Close entity? You can close opportunity in a PostUpdate callout by using one of the following CRM service messages: SetStateOpportunity WinOpportunity LoseOpportunity The last two have an advantage of being able to add OpportunityClose entity as part of the process. See http://msdn2.microsoft.com/en-us/library/aa681604.aspx for all Opportunity messages. Since you will be updating the same entity the callout is for, there is a danger of a loop. Be careful to add some flags to prevent looping as mentioned in http://msdn2.microsoft.com/en-us/library/aa680676.aspx Hope it helps -- George Doubinski CRM Certified Professional - Developer "elena" <e@discussions.microsoft.com> wrote in message news:7611842B-57B7-4097-99DF-8AF316D4D094@microsoft.com... - Hide quoted text - > Is it possible to close opportunity programmatically using callouts or > client > script? > For example, if I will change the value of some field on the form and save > the changes, crm calls PostUpdate callout and depending on the the field > value close opportunity with different status. > Or, if I will use onSave() or onChange() events and close opportunity > using > javascript. > What kind of code I should use? Should I create new Opportunity Close > entity? If it is on the same form. You can solve this better by using simple java script for Onchage event of the field (the field where you are changing value). As soon as you move out of the field the depending field probability will take the new value as per your script. If you have more conditions use switch-case than if-else. - Hide quoted text - "elena" wrote: > Is it possible to close opportunity programmatically using callouts or client > script? > For example, if I will change the value of some field on the form and save > the changes, crm calls PostUpdate callout and depending on the the field > value close opportunity with different status. > Or, if I will use onSave() or onChange() events and close opportunity using > javascript. > What kind of code I should use? Should I create new Opportunity Close entity? What kind of script I should use? I have tried any possibilities to close opportunity (callouts, onChange and onSave events), but I could not find the right solution. When I use callouts it looks like nothing happened with opportunity. When I try to use javascript I get the error message. - Hide quoted text - "Venkat Bendalam" wrote: > If it is on the same form. You can solve this better by using simple java > script for Onchage event of the field (the field where you are changing > value). As soon as you move out of the field the depending field > probability will take the new value as per your script. If you have more > conditions use switch-case than if-else. > "elena" wrote: > > Is it possible to close opportunity programmatically using callouts or client > > script? > > For example, if I will change the value of some field on the form and save > > the changes, crm calls PostUpdate callout and depending on the the field > > value close opportunity with different status. > > Or, if I will use onSave() or onChange() events and close opportunity using > > javascript. > > What kind of code I should use? Should I create new Opportunity Close entity?