Change channel based on selected user in an onchange Workflow script ?

Question

Hi all, 
 
 I've read as much as possible in the forum and find it strange that no one ever asked for that exactly... 
 During Case creation, which runs under an enabled new Case Workflow rule, I want that the Channel field is dynamically changed when the user changes the assigned user. 
 I supposed basically that I would solve this easily with : 
 1) a Create Script that sets the case_assigneduserid "Defaultvalue=CurrentUser.user_userid;" 
 2)an OnChange Script on the case_assigneduserid to change the case_channelid, but then I find it impossible to do that easily as I am here stuck at a client side level. 
 var AssignedUserID = crm.fields("case_assigneduserid").value(); //this is quite easy to retrieve the assigned user id. 
 But what about finding the Channel Id of this AssignedUserId ? 
 How can I do that within the scope of the new Case Workflow rule ? 
 
 Any help would be appreciated...

Daniel Lewis · Answer

You don&rsquo;t need to authenticate as the sage crm client side api takes care of it by using the session id your logon generated as part of the call. 10 lines of code is all you need. 
 help.sagecrm.com/.../sdata.html

Conrad Roux · Answer

Your code looks sound, however I think something might be going wrong when you want to return from the getUser function, it might be returning a null because of the way the sdata calls works. Perhaps try something more "ancient" like this - customUserObject = null; function getUser(userID) { crm.sdata({ entity: "users", async: true, id: userID, success: function(crmRecord){customUserObject=crmRecord} }); } so yes, there is a "global" variable for the user object, but then you can handle the getUser as a void and just call the customUserObject every time you need values from it. Like so - getUser(33); var channelid = customUserObject.user_primarychannelid;

Conrad Roux · Answer

If it is for the user select list, then you will have better luck with adding the "blur" effect when loading the page, so again it needs to be in the custom js folder (it can all be in one script file). I have had some issues with the onchange when working with the user selection list. so when you open the console on the correct page, try this -> 
 $( "#table_fieldid" ).blur(function() {console.log("blur fired")}); Then change the field value and click out. See if it prints the message in the console. Remember to use the inspect element as the field ID on that field can sometimes be different. See my example below of it working. 
 
 You can see the script I added, and then the console message logging "blur fired" Here is the code I used -> 
 $( "#case_assigneduseridInput" ).blur(function() {console.log("blur fired")}); 
 From here, you can then attach and event/function to the event, so instead of firing a message, you can execute that function that I added in an earlier post. 
 Hope this helps 
 EDIT - When working with the custom js folder, it is always advise that you run the code of a script only when needed. You can do this with the ACT function and using an if to block execution on certain pages, otherwise it will try and run on every page, and that could break other functions in CRM. Please do some reading on this matter as it will be very important

Matthew Shaw · Answer

You could then do it as a SQL trigger on Cases and compare 'Inserted' to 'Deleted' thus if the Channelid is the same in both then you can overrule it with the primary team of the assigned user, if they're different then you just keep with the value being entered via the Insert (just need something else in there to stop a general update to Cases triggering a change to Channelid, some flag field that is written to if driven by the workflow or something)

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Change channel based on selected user in an onchange Workflow script ?

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