Workflow Rule and Formatting a Description Field

I've created a workflow rule to pre-populate the Description field when
a new opportunity is created. It works great but I need to format the
contents of this description field by adding several carriage returns
in order to make the text more readable. How can I add carriage
returns in the "Update Entity" portion of the workflow (select value,
static value, value definition).

I tried entering <BR> and \n but they just appear as <BR> and \n during
the opportunity creation. I also tried formatting the description
field properly for an opportunity then going to the SQL opportunity
table and copying and pasting the formatted text into the workflow rule
area but it only takes the string before the first carriage return.

Or maybe there's a better way to pre-populate the opportunity
description field when a new opportunity is created.

Has anyone done this?

Dodd
Fri Sep 22 13:20:01 CDT 2006

What type of text/data is in the description field?

--Dodd


"mscrmuser" wrote:

> I've created a workflow rule to pre-populate the Description field when
> a new opportunity is created. It works great but I need to format the
> contents of this description field by adding several carriage returns
> in order to make the text more readable. How can I add carriage
> returns in the "Update Entity" portion of the workflow (select value,
> static value, value definition).
>
> I tried entering <BR> and \n but they just appear as <BR> and \n during
> the opportunity creation. I also tried formatting the description
> field properly for an opportunity then going to the SQL opportunity
> table and copying and pasting the formatted text into the workflow rule
> area but it only takes the string before the first carriage return.
>
> Or maybe there's a better way to pre-populate the opportunity
> description field when a new opportunity is created.
>
> Has anyone done this?
>
>

mscrmuser
Fri Sep 22 14:07:58 CDT 2006

Just straight text that I would like to show up in the new opportunity
description field with multiple lines like:


Name:
Amount:
GST:
Comment:
Contact Parent:
etc...

Dodd wrote:
> What type of text/data is in the description field?
>
> --Dodd
>
>
> "mscrmuser" wrote:
>
> > I've created a workflow rule to pre-populate the Description field when
> > a new opportunity is created. It works great but I need to format the
> > contents of this description field by adding several carriage returns
> > in order to make the text more readable. How can I add carriage
> > returns in the "Update Entity" portion of the workflow (select value,
> > static value, value definition).
> >
> > I tried entering <BR> and \n but they just appear as <BR> and \n during
> > the opportunity creation. I also tried formatting the description
> > field properly for an opportunity then going to the SQL opportunity
> > table and copying and pasting the formatted text into the workflow rule
> > area but it only takes the string before the first carriage return.
> >
> > Or maybe there's a better way to pre-populate the opportunity
> > description field when a new opportunity is created.
> >
> > Has anyone done this?
> >
> >

Michael
Fri Sep 22 14:41:47 CDT 2006

It does work in an OnLoad event by using the following code:

crmForm.all.<your text field>.style.whiteSpace = "pre";
crmForm.all.<your text field>.DataValue = "Line1\r\nLine2\r\nLine3";

Try to add the first line to you OnLoad event. I'm not sure if it works, but
it's worth trying.

--
Michael

Web: http://www.stunnware.com/crm2
Feed: http://www.stunnware.com/crm2/atom.aspx

----------------------------------------------------------

"mscrmuser" <mscrmuser@hotmail.com> schrieb im Newsbeitrag
news:1158952078.469465.39920@i42g2000cwa.googlegroups.com...
> Just straight text that I would like to show up in the new opportunity
> description field with multiple lines like:
>
>
> Name:
> Amount:
> GST:
> Comment:
> Contact Parent:
> etc...
>
> Dodd wrote:
>> What type of text/data is in the description field?
>>
>> --Dodd
>>
>>
>> "mscrmuser" wrote:
>>
>> > I've created a workflow rule to pre-populate the Description field when
>> > a new opportunity is created. It works great but I need to format the
>> > contents of this description field by adding several carriage returns
>> > in order to make the text more readable. How can I add carriage
>> > returns in the "Update Entity" portion of the workflow (select value,
>> > static value, value definition).
>> >
>> > I tried entering <BR> and \n but they just appear as <BR> and \n during
>> > the opportunity creation. I also tried formatting the description
>> > field properly for an opportunity then going to the SQL opportunity
>> > table and copying and pasting the formatted text into the workflow rule
>> > area but it only takes the string before the first carriage return.
>> >
>> > Or maybe there's a better way to pre-populate the opportunity
>> > description field when a new opportunity is created.
>> >
>> > Has anyone done this?
>> >
>> >
>

MattNC
Fri Sep 22 19:21:01 CDT 2006

Like Michael suggested, I would use an OnLoad event to pre-populate the
field. You should add a check to the script to make sure that the field is
only pre-populated when the form is in the Create state (as opposed to
Update) so you don't overwrite data that has been entered when you open an
existing opportunity.
Check out the SDK section on client-side scripting
http://msdn.microsoft.com/library/default.asp?url=/library/en-us/CrmSdk3_0/htm/v3d0formeventsonload.asp


--
Matt Wittemann, CRM MVP
http://icu-mscrm.blogspot.com


"mscrmuser" wrote:

> I've created a workflow rule to pre-populate the Description field when
> a new opportunity is created. It works great but I need to format the
> contents of this description field by adding several carriage returns
> in order to make the text more readable. How can I add carriage
> returns in the "Update Entity" portion of the workflow (select value,
> static value, value definition).
>
> I tried entering <BR> and \n but they just appear as <BR> and \n during
> the opportunity creation. I also tried formatting the description
> field properly for an opportunity then going to the SQL opportunity
> table and copying and pasting the formatted text into the workflow rule
> area but it only takes the string before the first carriage return.
>
> Or maybe there's a better way to pre-populate the opportunity
> description field when a new opportunity is created.
>
> Has anyone done this?
>
>