Dialog contain a collection of pages, and each page can contain multiple sets of prompts and responses. You can also specify a dialog as a child dialog, and then invoke that dialog from within a parent dialog.
We will create a simple dialog with two questions. The dialog will allow the user to update Topic and Potential Customer fields of Opportunity entity.
Click Settings > Processes > New
In the window that appears:
- Give your dialog name in the Process name
- Select Opportunity as the Entity.
- Select dialog as the Category.
- Click OK.
A window will appear where you can start the creation of our dialog. Create a page by clicking on Add Step and select Page from the drop-down.
Give your Page a name and then click the Select this row and click Add Step line. Make sure only that line is highlighted.
We will now add our first question to the page. In Dialog, these questions are referred to as Prompt and Response. Click Add Step and then from the drop-down list, select Prompt and Response.
Give your question to recognize description and then click on Set Properties.
The page that appears is for us to define our question. The Statement Label is pulled from your description in the previous step. The user will never see the Statement Label. The Prompt Text is the question that you want the user to see and answer. The Tip Text is a reminder for the user or clarification to make the question clear. Add a question and a tip if necessary.
Next we will select response type. The response types of a dialog are loosely dictated by the field in CRM that you want to populate. Since we are populating the first name, which is a single line of text, select Single Line as the Response Type.
After choosing the response type new options are available:
- Log Response is the option of whether or not CRM will remember the answer.
- Data Type should match the data type of the field you are populating.
- Default Value will be used if there is not an answer provided when the dialog is run.
Select Text as the Data Type and Yes to Log Response. We won’t have a Default Value in this example. Click Save and Close and we have created our first question.
We will now setup a prompt and response to populate the Potential Customer field on the Opportunity form. Follow Step 05, Step 06 and Step 07 to add another prompt and response. Also fill in the Prompt Text and Tip Text.
For the Response Type select lookup from the drop-down list.
Select Yes for Log Response, Opportunity for Reference Entity, Account for Reference Field and click Save and Close.
The last step of creating a dialog is to take an action with the information we gathered. With this dialog we will update the Opportunity record.
Click to the left of Page to highlight the entire area.
Click on Add Step and select Update Record.
The step will default to Opportunity record so we will just add a description and then click on Set Properties.
Click in the Topic field on the Opportunity record and on the right pane set the Look for: values to the description of your Topic question and Response Text. Then click Add and then click OK. It should look as follows after clicking OK. Click Save and Close.
Click in the Potential Customer field on the Opportunity record and on the right pane set the Look for: values to the description of your Topic question and Account. Then click Add and then click OK. It should look as follows after clicking OK. Click Save and Close.
The dialog is now complete. To test the dialog click on Activate and then OK.
Click on Close.
From within an existing CRM Opportunity, click on Start Dialog and select the dialog we just created from the list.
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