Dynamic CRM 2013学习笔记（四十六）简单审批流的实现

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：

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();

    },