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Evangelizt
Helper I
Helper I

Wait for a response before Conditional Web Form Step

I have a web page that has lot of webformsteps. One of the things I am trying to do is to call a soap api after step 4 is complete and using the data entered in webformstep #4 and then on the basis of the result of that api call (which will get data stored in dataverse) run the conditional web form step 5 that will check the response returned and decide whether to branch to step 6 or step 9. There are few issues I am facing.

 

Making the soap call is easy and I can take the data provided in step 4 and either call a Custom Action inside a dynamics or a real time workflow that will in turn make the soap call and store the data. But the real challenge is to wait for the response to be returned and stored inside the entity attribute until step 5 executes. Either way, I need a waiting mechanism before the conditional step is executed until the data is available. This seems like a fairly common usage scenario but I couldn't find anything. Please help.

2 REPLIES 2
Fubar
Solution Sage
Solution Sage

You either need to make your call via JavaScript in or before the validation for Step 4 (so the value is there when the actual submit occurs) - if you need to hide credentials and it is for authenticated portal users you can also look at the oAuth 2.0 Implicit Grant Flow that the portal supports, or the Soap call needs to be done via a realtime workflow or plugin that is triggered on update of the record in step 4 (and then you need to be sure that you won't ever hit CRM's timeout limit).

OliverRodrigues
Super User II
Super User II

Not sure what I am missing here. If your soap call is done via a sync/real time process, your data should be updated for your conditional step.

Out of curiosity, can you add the fields (that are updated via this API call) to the step 06 and see if the data is up do date?




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Oliver Rodrigues


 

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