Use Create Document in CRM Workflow

Contents

1.In a CRM workflow step, assign this page in Custom File Name:

Technisoft/VM_OpportunityToQuote3.asp

2.Update this line in the above file to point to a custom asp page that will set the next workflow step.

callbackUrl = 'http://server/crm/custompages/test/workflow.asp?' + Request.QueryString;

3.As an example, use the provided code below for possible workflow.asp

//retrieve the opportunity ID from querystring

//Key7 is the opportunity ID

var strKeyID= "Key7";

var Id = new String(Request.Querystring(strKeyID));

var intRecordId = 0;

intRecordId = Id;

//look up the opportunity, change status to quoted

var myOppoRecord = CRM.FindRecord("opportunity","oppo_opportunityid="+intRecordId);

myOppoRecord.oppo_stage = 'Quoted';

myOppoRecord.SaveChanges();

//////////////////////////////////////////

//Please note that the wkin_currentstateid has to be checked with

//workflow definitions

//lookup workflow instance of opportunity and change state ID

var workflowinstanceRecord = CRM.FindRecord("workflowinstance","wkin_instanceid=" +

myOppoRecord.oppo_workflowid);

workflowinstanceRecord.wkin_currentstateid = 38;

workflowinstanceRecord.SaveChanges();

//redirect to

var strRedirectParameter = "redirect";

var strRedirectUrl = new String(Request.Querystring(strRedirectParameter));

//Response.Redirect(strRedirectUrl);

Response.Write("<html><body>testing</body></html>");

</SCRIPT>