jueves, 21 de noviembre de 2013

State and Status Codes Microsoft Dynamics CRM 2011

Hola lectores, Actualmente me encuentro trabajando con proyectos de Microsoft Dynamics  CRM 2011.

A causa de esto me he encontrado con bastantes puntos de diseño en la parte de extensión que involucran el cambio de estado y razón para el estado en la entidad, es por esto que he decidido tener como base esta tabla, ya que me ha servido bastante y comparto con ustedes.




Entidad
Status (statecode)
Status Reason (statuscode)
Account (account)
0 Active
1 Active
1 Inactive
2 Inactive
Activity (activitypointer)
0 Open
1 Open
1 Completed
2 Completed
2 Canceled
3 Canceled
3 Scheduled
4 Scheduled
Appointment (appointment)
0 Open
1 Free
2 Tentative
1 Completed
3 Completed
2 Canceled
4 Canceled
3 Scheduled
5 Busy
6 Out of Office
Article (kbarticle)
1 Draft
1 Draft
2 Unapproved
2 Unapproved
3 Published
3 Published
Campaign (campaign)
0 Active
0 Proposed
1 Ready To Launch
2 Launched
3 Completed
4 Canceled
5 Suspended
Campaign Activity (campaignactivity)
0 Open
0 In Progress
1 Proposed
4 Pending
5 System Aborted
6 Completed
1 Closed
2 Closed
2 Canceled
3 Canceled
Campaign Response (campaignresponse)
0 Open
1 Open
1 Closed
2 Closed
2 Canceled
3 Canceled
Case (incident)
0 Active
1 In Progress
2 On Hold
3 Waiting for Details
4 Researching
1 Resolved
5 Problem Solved
2 Canceled
6 Canceled
Case Resolution (incidentresolution, notcustomizable)
0 Open
1 Open
1 Completed
2 Closed
2 Canceled
3 Canceled
Contact (contact)
0 Active
1 Active
1 Inactive
2 Inactive
Contract (contract)
0 Draft
1 Draft
1 Invoiced
2 Invoiced
2 Active
3 Active
3 On Hold
4 On Hold
4 Canceled
5 Canceled
5 Expired
6 Expired
Contract Line (contractdetail)
0 Existing
1 New
1 Renewed
2 Renewed
2 Canceled
3 Canceled
3 Expired
4 Expired
Currency (transactioncurrency)
0 Active
0 Active
1 Inactive
1 Inactive
Discount (discounttype)
0 Active
100001 Active
1 Inactive
100002 Inactive
E-mail (email)
0 Open
0 Draft
8 Failed
1 Completed
2 Completed
3 Sent
4 Received
6 Pending Send
7 Sending
2 Canceled
5 Canceled
Fax (fax)
0 Open
0 Open
1 Completed
2 Completed
3 Sent
4 Received
2 Canceled
5 Canceled
Invoice (invoice)
0 Active
1 New
2 Partially Shipped
4 Billed
5 Booked (applies to services)
6 Installed (applies to services)
1 Closed (deprecated)
3 Canceled (deprecated)
7 Paid in Full (deprecated
2 Paid
100001 Complete
100002 Parial
3 Canceled
100003 Canceled
Lead (lead)
0 Open
1 New
2 Contacted
1 Qualified
3 Qualified
2 Disqualified
4 Lost
5 Cannot Contact
6 No Longer Interested
7 Canceled
Letter (letter)
0 Open
1 Open
2 Draft
1 Completed
3 Received
4 Sent
2 Canceled
5 Canceled
Marketing List (list)
0 Active
0 Active
1 Inactive
1 Inactive
Opportunity (opportunity)
0 Open
1 In Progress
2 On Hold
1 Won
3 Won
2 Lost
4 Canceled
5 Out-Sold
Order (salesorder)
0 Active
1 New
2 Pending
1 Submitted
3 In Progress
2 Canceled
4 No Money
3 Fulfilled
100001 Complete
100002 Partial
4 Invoiced
10003 Invoiced
Phone Call (phonecall)
0 Open
1 Open
1 Completed
2 Made
4 Received
2 Canceled
3 Canceled
Price List (pricelevel)
0 Active
100001 Active
1 Inactive
10002 Inactive
Product (product)
0 Active
1 Active
1 Inactive
2 Inactive
Quote (quote)
0 Draft
1 In Progress
1 Active
2 In Progress
3 Open
2 Won
4 Won
5 Out-Sold
3 Closed
5 Lost
6 Canceled
7 Revised
Service Activity (serviceappointment)
0 Open
1 Requested
2 Tentative
1 Closed
8 Completed
2 Canceled
9 Canceled
10 No Show
3 Scheduled
3 Pending
4 Reserved
6 In Progress
7 Arrived
Task (task)
0 Open
2 Not Started
3 In Progress
4 Waiting on someone else
7 Deferred
1 Completed
5 Completed
2 Canceled
6 Canceled



Adicional a esto, en mis plugin de CRM utilizo esta función genérica para cambiar el state y status code en cierta entidad:


En los Using

using System;

using Microsoft.Crm.Sdk.Messages;

using Microsoft.Xrm.Sdk;

La variable que ejecuta el request

IOrganizationService service;

El Código

public void CambiarStateyStatusEntidad(string nombreEntidad, Guid idRegistro, int stateCode, int statusCode)

        {
            // Cambiar el estado
            var setStateRequest = new SetStateRequest
                                      {
                                          EntityMoniker =
                                              new EntityReference
                                                  {
                                                      Id = idRegistro,
                                                      LogicalName = nombreEntidad
                                                  },
                                          State = new OptionSetValue(stateCode),
                                          Status = new OptionSetValue(statusCode)
                                      };
            this.service.Execute(setStateRequest);
        }



La tabla la he encontrado en este Blog y agradezco enormemente al autor por realizar esta compilación.

2 comentarios:

Juan.C Aguilar dijo...

Hola, Hardvin

muchas gracias por compartir esta información.
me sirvió mucho.

Saludos,

Juan Aguilar

hardvin cadavid dijo...

Juan Carlos,

Mil gracias por tomarte el tiempo de comentar.

Un abrazo.