前面介绍过自定义审批流：
Dynamic CRM 2013学习笔记（十九）自定义审批流1 - 效果演示
Dynamic CRM 2013学习笔记（二十一）自定义审批流2 - 配置按钮
Dynamic CRM 2013学习笔记（三十二）自定义审批流3 - 节点及实体配置
Dynamic CRM 2013学习笔记（三十三）自定义审批流4 - 规则节点 -有分支的流程处理
Dynamic CRM 2013学习笔记（三十四）自定义审批流5 - 自动邮件通知
虽然灵活，功能强大，不用修改代码，完全用配置就可以搞定。
最近客户需要实现一个很简单的审批流，就有了这篇简单审批流的实现。
首先根据需求文档分析流程：
功能实现如下：
一、 添加字段
一个是让用户修改的审批状态，如果当前用户是审批人，放开审批状态字段，让用户审批或拒绝；值为 Pending, Approved, Rejected
一个是实体的状态，用户审批后根据业务逻辑来判断实体的状态；值为 Pending, Approved, Rejected
一个审批人字段，提交或用户修改了审批状态后，设置下一个审批人
另外可以设置几个隐藏审批人的字段，方便在插件里一次得出，js里就方便设置了（尽量避免在js里运行大量逻辑），如上图主要是把 sales director, gm 存下来
二. JS控制提交按钮和审批状态字段
1. 提交控制
AllowSubmit: function () {var currentUserId = Xrm.Page.context.getUserId();var userHasRole = HP.QuoteRibbon.UserHasRole(["Reginal Sales"], currentUserId);var Approver = Xrm.Page.getAttribute("tm_approver").getValue();var AccountTypeValue = Xrm.Page.getAttribute("wf_accounttype").getValue();var QuoteTypeValue = Xrm.Page.getAttribute("tm_quote_type").getValue();var TotalAmount = Xrm.Page.getAttribute("tm_total_amount").getValue() / 1000;var AccountType = {};AccountType.House = 3;var QuoteType = {};QuoteType.Standard = 1;QuoteType.Custom = 2;if (userHasRole && Approver == null) {if (TotalAmount < 100 && QuoteTypeValue == QuoteType.Custom && AccountTypeValue != AccountType.House) {return false;}return true;}else {return false;}},Submit: function () {var AccountTypeValue = Xrm.Page.getAttribute("wf_accounttype").getValue();var QuoteTypeValue = Xrm.Page.getAttribute("tm_quote_type").getValue();var TotalAmount = Xrm.Page.getAttribute("tm_total_amount").getValue() / 1000;var ApproverAttribute = Xrm.Page.getAttribute("tm_approver");var Approver = ApproverAttribute.getValue();var QuoteStatusAttribute = Xrm.Page.getAttribute("tm_quote_status");var ApprovalResultAttribute = Xrm.Page.getAttribute("tm_approval_result");var CentralizedValue = Xrm.Page.getAttribute("tm_centralized").getValue();var SubmitAttribute = Xrm.Page.getAttribute("tm_submit");SubmitAttribute.setSubmitMode("always");QuoteStatusAttribute.setSubmitMode("always");ApprovalResultAttribute.setSubmitMode("always");var AccountType = {};AccountType.House = 3;var QuoteType = {};QuoteType.Standard = 1;QuoteType.Custom = 2;var QuoteStatus = {};QuoteStatus.Pending = 1;QuoteStatus.Approved = 2;QuoteStatus.Rejected = 3;var ApprovalStatus = {};ApprovalStatus.Pending = 1;ApprovalStatus.Approved = 2;ApprovalStatus.Rejected = 3;if (QuoteTypeValue == QuoteType.Standard) {if (TotalAmount <= 500) {QuoteStatusAttribute.setValue(QuoteStatus.Approved);ApprovalResultAttribute.setValue(ApprovalStatus.Approved);}else {//var sd = HP.QuoteRibbon.GetSalesDirector();//var user = [{ "id": sd.guid, "name": sd.name, "entityType": sd.logicalName }];//ApproverAttribute.setValue(user);QuoteStatusAttribute.setValue(QuoteStatus.Pending);ApprovalResultAttribute.setValue(ApprovalStatus.Pending);}}else {if (AccountTypeValue == AccountType.House) {if (TotalAmount < 500) {ApproverAttribute.setValue(CentralizedValue);QuoteStatusAttribute.setValue(QuoteStatus.Pending);ApprovalResultAttribute.setValue(ApprovalStatus.Pending);}else if (TotalAmount >= 500) {//var sd = HP.QuoteRibbon.GetSalesDirector();//var user = [{ "id": sd.guid, "name": sd.name, "entityType": sd.logicalName }];//ApproverAttribute.setValue(user);QuoteStatusAttribute.setValue(QuoteStatus.Pending);ApprovalResultAttribute.setValue(ApprovalStatus.Pending);}}else {if (TotalAmount >= 100 && TotalAmount < 500) {ApproverAttribute.setValue(CentralizedValue);QuoteStatusAttribute.setValue(QuoteStatus.Pending);ApprovalResultAttribute.setValue(ApprovalStatus.Pending);}else if (TotalAmount >= 500) {//var sd = HP.QuoteRibbon.GetSalesDirector();//var user = [{ "id": sd.guid, "name": sd.name, "entityType": sd.logicalName }];//ApproverAttribute.setValue(user);QuoteStatusAttribute.setValue(QuoteStatus.Pending);ApprovalResultAttribute.setValue(ApprovalStatus.Pending);}}}SubmitAttribute.setValue("Submit_" + new Date());Xrm.Page.data.entity.save();},
2. 审批状态修改事件
ApprovalResultChanged: function () {var ApprovalStatus = {};ApprovalStatus.Pending = 1;ApprovalStatus.Approved = 2;ApprovalStatus.Rejected = 3;var QuoteType = {};QuoteType.Standard = 1;QuoteType.Custom = 2;var QuoteStatus = {};QuoteStatus.Pending = 1;QuoteStatus.Approved = 2;QuoteStatus.Rejected = 3;var ApproverAttribute = Xrm.Page.getAttribute("tm_approver");var CentralizedValue = Xrm.Page.getAttribute("tm_centralized").getValue();var approvalResultValue = Xrm.Page.getAttribute("tm_approval_result").getValue();var QuoteStatusAttribute = Xrm.Page.getAttribute("tm_quote_status");var ApprovalResultAttribute = Xrm.Page.getAttribute("tm_approval_result");var GMValue = Xrm.Page.getAttribute("tm_gmid").getValue();var AccountTypeValue = Xrm.Page.getAttribute("wf_accounttype").getValue();var QuoteTypeValue = Xrm.Page.getAttribute("tm_quote_type").getValue();var TotalAmount = Xrm.Page.getAttribute("tm_total_amount").getValue() / 1000;QuoteStatusAttribute.setSubmitMode("always");ApproverAttribute.setSubmitMode("always");if (approvalResultValue == ApprovalStatus.Approved) {if (QuoteTypeValue == QuoteType.Standard) {if (TotalAmount >= 500 && TotalAmount < 1000) {QuoteStatusAttribute.setValue(QuoteStatus.Approved);//ApprovalResultAttribute.setValue(ApprovalStatus.Approved);}else if (TotalAmount >= 1000) {if (HP.QuoteForm.UserHasRole(["General Manager"]) == true) {QuoteStatusAttribute.setValue(QuoteStatus.Approved);//ApprovalResultAttribute.setValue(ApprovalStatus.Approved);}else {if (CentralizedValue && HP.QuoteForm.GuidsisEqual(Xrm.Page.context.getUserId(), CentralizedValue[0].id)) {HP.QuoteForm.SetLookupValue(ApproverAttribute, GMValue);}else {HP.QuoteForm.SetLookupValue(ApproverAttribute, CentralizedValue);}QuoteStatusAttribute.setValue(QuoteStatus.Pending);ApprovalResultAttribute.setValue(ApprovalStatus.Pending);}}}else {if (TotalAmount < 1000) {QuoteStatusAttribute.setValue(QuoteStatus.Approved);//ApprovalResultAttribute.setValue(ApprovalStatus.Approved);}else if (TotalAmount >= 1000) {if (CentralizedValue && HP.QuoteForm.GuidsisEqual(Xrm.Page.context.getUserId(), CentralizedValue[0].id)) {QuoteStatusAttribute.setValue(QuoteStatus.Approved);//ApprovalResultAttribute.setValue(ApprovalStatus.Approved);}else {if (HP.QuoteForm.UserHasRole(["General Manager"]) == true) {HP.QuoteForm.SetLookupValue(ApproverAttribute, CentralizedValue);}else {HP.QuoteForm.SetLookupValue(ApproverAttribute, GMValue);}QuoteStatusAttribute.setValue(QuoteStatus.Pending);ApprovalResultAttribute.setValue(ApprovalStatus.Pending);}}}}else if (approvalResultValue == ApprovalStatus.Rejected) {ApproverAttribute.setValue(null);QuoteStatusAttribute.setValue(QuoteStatus.Rejected);//ApprovalResultAttribute.setValue(ApprovalStatus.Rejected);}},
三、插件设置审批人
为了在js里快速方便地设置下一个审批人，可以通过插件在后台来设置。当提交后，触发插件把下几个审批人放到隐藏字段里以供js快速赋值
if (entity.Contains("tm_submit"))
{
Entity preImageEntity = (Entity)context.PreEntityImages["PreImage"];
if (preImageEntity.Contains("tm_approval_result") && ((OptionSetValue)preImageEntity["tm_approval_result"]).Value == 2)
return;
CRMConfigHelper.CRMConfig crmConfig = CRMConfigHelper.InitialCRMConfig(context.OrganizationName);
string sql = string.Format(@"select top 1 op.new_product_line
from Quote q join Opportunity o on q.OpportunityId = o.OpportunityId
join wf_opportunityproduct op on o.OpportunityId = op.wf_OpportunityId
where op.wf_IncludeinForecast = 1 and q.QuoteId = ‘{0}‘", entity.Id);
var dtPL = SqlHelper.SQLExecuteQuery(crmConfig.CRMSqlConnStr, sql).Tables[0];
if (dtPL.Rows.Count == 1 && dtPL.Rows[0]["new_product_line"] != null)
{
string productLine = dtPL.Rows[0]["new_product_line"].ToString();
sql = string.Format(@"select top 1 bu.new_nlt_sales_director ‘NLTSD‘, bu.new_tm_sales_director ‘TMSD‘
from BusinessUnit bu
join SystemUser u on bu.BusinessUnitId = u.BusinessUnitId
where u.SystemUserId = ‘{0}‘", context.UserId);
var dtSD = SqlHelper.SQLExecuteQuery(crmConfig.CRMSqlConnStr, sql).Tables[0];
if (dtSD.Rows.Count == 1)
{
if (productLine == "1") //TM
{
entity["tm_sales_directorid"] = new EntityReference("systemuser", Guid.Parse(dtSD.Rows[0]["TMSD"].ToString()));
}
else if (productLine == "2") //NLT
{
entity["tm_sales_directorid"] = new EntityReference("systemuser", Guid.Parse(dtSD.Rows[0]["NLTSD"].ToString()));
}
//if (preImageEntity["tm_approver"] == null )
{
entity["tm_approver"] = entity["tm_sales_directorid"];
}
}
}
//if (preImageEntity.Contains("tm_gmid") && preImageEntity["tm_gmid"] != null)
// return;
sql = @"select top 1 u.SystemUserId ‘GM‘
from SystemUser u
join SystemUserRoles ur on u.SystemUserId = ur.SystemUserId
join role r on r.RoleId = ur.RoleId
where r.Name = ‘General Manager‘";
var dtGM = SqlHelper.SQLExecuteQuery(crmConfig.CRMSqlConnStr, sql).Tables[0];
if (dtGM.Rows.Count == 1 && dtGM.Rows[0]["GM"] != null)
{
entity["tm_gmid"] = new EntityReference("systemuser", Guid.Parse(dtGM.Rows[0]["GM"].ToString()));
}
}
四、公用JS方法
1. 设置Lookup值
SetLookupValue: function (LookupAttribute, LookupValue) {
var lookupReference = [];
lookupReference[0] = {};
lookupReference[0].id = LookupValue[0].id;
lookupReference[0].entityType = LookupValue[0].entityType;
lookupReference[0].name = LookupValue[0].name;
LookupAttribute.setValue(lookupReference);
},
2. OData查询
ODataRetrieve: function (oDataString) {
var retrieveReq = new XMLHttpRequest();
retrieveReq.open("GET", encodeURI(Xrm.Page.context.getClientUrl() + "/XRMServices/2011/OrganizationData.svc/" + oDataString), false);
retrieveReq.setRequestHeader("Accept", "application/json");
retrieveReq.setRequestHeader("Content-Type", "application/json;charset=utf-8");
retrieveReq.send();
return JSON.parse(retrieveReq.responseText).d;
},
3. 当前用户是否有指定的角色
UserHasRole: function (roleNames) {
var ODataResult = HP.QuoteForm.ODataRetrieve("SystemUserSet?$select=systemuserroles_association/Name&$expand=systemuserroles_association&$filter=SystemUserId eq guid‘" + Xrm.Page.context.getUserId() + "‘");
if (ODataResult != null && ODataResult.results.length == 1 && ODataResult.results[0].systemuserroles_association.results.length > 0) {
var oDataRoles = ODataResult.results[0].systemuserroles_association.results;
for (var i = 0; i < oDataRoles.length; i++) {
for (var j = 0; j < roleNames.length; j++) {
if (oDataRoles[i].Name == roleNames[j]) {
return true;
}
}
}
}
return false;
},
4. 判断两个GUID是相同
GuidsisEqual: function (guid1, guid2) {
var isEqual = false;
if (guid1 != null && guid2 != null) {
isEqual = guid1.replace(/[{}]/g, "").toLowerCase() == guid2.replace(/[{}]/g, "").toLowerCase();
}
return isEqual;
},
时间： 2024-08-03 15:40:24