I need to create a custom entity with status â??Openâ??, â??Completedâ??, â??Cancelledâ??
instead of the default â??Activeâ?? and â??Inactiveâ??. I am not sure whether there
is a way to set those statuses directly. I couldnâ??t find any. So I change
them by modifying the exported XML file. It works but I still only have the
â??Activateâ?? and â??Deactivateâ?? under Actions menu, which change between the
active and inactive states. Is it possible to customize the menu so that my
entity can switch between â??Openâ??, â??Completedâ?? and â??Cancelledâ??? Or maybe
there is another way to solve this problem. Can anyone help me with this?
Thank you very much!

RE: status for custom entity by Patrick

Patrick
Tue May 30 01:44:01 CDT 2006

You can but this requires some more customization. What you would need to do
is to write an aspx page which will allow the user to select which state to
change to. Then set this state using a SetStateRequest on the CrmService
webservice.
The only problem is there is no supported way the remove the
Activate/Deactivate links from the menu's, on the form you can still do this
using some javascript but the items in the grid can be removed as easily

--
Patrick Verbeeten (MCSD)
Lead Developer
Aviva IT
Web: aviva-it.nl


"Miranda" wrote:

> I need to create a custom entity with status â??Openâ??, â??Completedâ??, â??Cancelledâ??
> instead of the default â??Activeâ?? and â??Inactiveâ??. I am not sure whether there
> is a way to set those statuses directly. I couldnâ??t find any. So I change
> them by modifying the exported XML file. It works but I still only have the
> â??Activateâ?? and â??Deactivateâ?? under Actions menu, which change between the
> active and inactive states. Is it possible to customize the menu so that my
> entity can switch between â??Openâ??, â??Completedâ?? and â??Cancelledâ??? Or maybe
> there is another way to solve this problem. Can anyone help me with this?
> Thank you very much!

RE: status for custom entity by Miranda

Miranda
Tue May 30 02:10:02 CDT 2006

Hi Patrick!

Thank you very much! I think this is what I need to do. I will try.

"Patrick" wrote:

> You can but this requires some more customization. What you would need to do
> is to write an aspx page which will allow the user to select which state to
> change to. Then set this state using a SetStateRequest on the CrmService
> webservice.
> The only problem is there is no supported way the remove the
> Activate/Deactivate links from the menu's, on the form you can still do this
> using some javascript but the items in the grid can be removed as easily
>
> --
> Patrick Verbeeten (MCSD)
> Lead Developer
> Aviva IT
> Web: aviva-it.nl
>
>
> "Miranda" wrote:
>
> > I need to create a custom entity with status â??Openâ??, â??Completedâ??, â??Cancelledâ??
> > instead of the default â??Activeâ?? and â??Inactiveâ??. I am not sure whether there
> > is a way to set those statuses directly. I couldnâ??t find any. So I change
> > them by modifying the exported XML file. It works but I still only have the
> > â??Activateâ?? and â??Deactivateâ?? under Actions menu, which change between the
> > active and inactive states. Is it possible to customize the menu so that my
> > entity can switch between â??Openâ??, â??Completedâ?? and â??Cancelledâ??? Or maybe
> > there is another way to solve this problem. Can anyone help me with this?
> > Thank you very much!

RE: status for custom entity by AtulGadre

AtulGadre
Mon Sep 18 18:33:02 CDT 2006

Hi Patrick/Miranda,
I am tring to update the state of a custom entity using sdk. The following
code is failing to achieve the requirement. Can yo uhelp me in this please?
Dim objrequest As New SetStateNew_ORequest
objrequest.EntityId = New Guid(sRowID)
objrequest.New_ORequestState = New_ORequestState.Inactive
objrequest.New_ORequestStatus = 1
Dim objrespo As SetStateNew_ORequestResponse =
CType(wsCRMService.Execute(objrequest), SetStateNew_ORequestResponse)
regards



"Patrick" wrote:

> You can but this requires some more customization. What you would need to do
> is to write an aspx page which will allow the user to select which state to
> change to. Then set this state using a SetStateRequest on the CrmService
> webservice.
> The only problem is there is no supported way the remove the
> Activate/Deactivate links from the menu's, on the form you can still do this
> using some javascript but the items in the grid can be removed as easily
>
> --
> Patrick Verbeeten (MCSD)
> Lead Developer
> Aviva IT
> Web: aviva-it.nl
>
>
> "Miranda" wrote:
>
> > I need to create a custom entity with status â??Openâ??, â??Completedâ??, â??Cancelledâ??
> > instead of the default â??Activeâ?? and â??Inactiveâ??. I am not sure whether there
> > is a way to set those statuses directly. I couldnâ??t find any. So I change
> > them by modifying the exported XML file. It works but I still only have the
> > â??Activateâ?? and â??Deactivateâ?? under Actions menu, which change between the
> > active and inactive states. Is it possible to customize the menu so that my
> > entity can switch between â??Openâ??, â??Completedâ?? and â??Cancelledâ??? Or maybe
> > there is another way to solve this problem. Can anyone help me with this?
> > Thank you very much!