Set Status

Good to Know

Status fields are special fields and cannot be changed using the Update Entity shape.

Navigation

In AgilePoint Envision, open a process template.
Navigate to the XRM Automatic Activities 2011 or XRM Automatic Activities 4 stencil.
On the XRM Automatic Activities 2011 or XRM Automatic Activities 4 stencil, drag the Set Status AgileShape, and drop it on the process template.
To view the entire list of properties, in the Design Tasks pane, click Show Properties.

Properties for This AgileShape

Field Name	Definition
ClosePendingTasks	Definition: When set to True, it closes all open tasks associated to this record, before the status is changed
Closing Task Subject	Definition: Certain types of entities (e.g. Opportunity) create a Close Task when their status is changed to Closed. This property sets the Subject field of that Close Task.
EntityId	Definition: This should be the ID of the desired entity record. This value is usually a dynamic value.
EntityName	Definition: Select the entity type. This can be a static or dynamic value
Status	Definition: Note: Set the EntityName property first in order to fill the drop-down list of this property. This combo field is for selecting the Status and Status Reason combination for the entity However, it can take a dynamic value by typing ${variable}which should resolve to a Status value (not the display name –e.g. 2 instead of “Inactive”)
StatusStateValue	Definition: This is the value of the Status Reason to be used. If the Status property is set from the drop-down, then this property is filled automatically. If however, the Status property is set to a variable, then you can also use a ${variable} for this property, and it should resolve to a value (not the display name –e.g. 2 instead of “Inactive”)

Common AgilePart Properties

This AgilePart inherits the following common properties. For more information, see AgilePart - Common Setup. Note that only the relevant properties are available in AgilePoint Envision. Unneeded properties are hidden.

Name, (UID), Description, Debug, Audit Level, SessionMode, Wait All Incoming, AssemblyName, ClassName, Method, Optimizing, Activity Entry Message (Email), Task Completed Message (Email), ConfigureAttachments, Reference URL, ExceptionHandlerScope, SaveErrorMessageTo, SaveStatusTo, Configure Yammer Credentials, Retries, HandleException

BPMN Properties

Each AgileShape includes a set of BPMN properties. For more information, see Adding or Modifying BPMN Properties for an AgileShape.

Common AgilePart Tasks

Collapse/Expand Shape

Right-clicking the shape brings up the Collapse menu action. Clicking it collapses the shape to a small circle. Right-clicking a collapsed shape shows the Expand menu item, restoring the shape to its original form.

Use Collapse shape to minimize the visual effect of steps in the process which are not of any interest to the Business User.

Add/Remove Timer

Right-clicking the shape brings up the Add Timer menu action. Clicking it adds a timer to the shape, allowing the process modeler to add an alternative route out of the shape when the configured Time Span times out.

Right-clicking a shape with a Timer shows a Remove Timer menu action, which would remove the timer from the shape.