Dynamic CRM 2013学习笔记（四十六）简单审批流的实现

时间：2022-07-04 02:38:39

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

Dynamic CRM 2013学习笔记（三十五）自定义审批流6 - 审批通过后，再审批 - 二次审批

Dynamic CRM 2013学习笔记（三十七）自定义审批流7 - 初始化（整套审批流下载、安装）

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：

Dynamic CRM 2013学习笔记（四十六）简单审批流的实现

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;

  },

 

 

 

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