web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Showing Case Stage in ...
Microsoft Dynamics CRM (Archived)

Showing Case Stage in Views

(0) ShareShare
ReportReport
Posted on by Community Member

I am trying to create a view that will display the current stage of a case. I assumed that the "Case Stage" field was being auto-populated with this information but it seems that it is an option set with only "Default Value" in it. My question is, what is the best way to handle this? Do I have to manually update the case stage field using jscript or is there some hidden mechanism for auto-populating that field when the case changes that I can take advantage of? The case stage is an important part of our workflow.

*This post is locked for comments

I have the same question (0)
  • Verified answer
    Community Member Profile Picture
    Community Member on at

    Hi,

    PLease refer the below link, that solve your problem :

    www.powerobjects.com/.../display-business-process-values-forms-crm-2013

  • Suggested answer
    razdynamics Profile Picture
    razdynamics 17,308 User Group Leader on at

    Hi Five, the Stage category is different to the category your referring to. If you want to update the Stage category for the case, or show it in a view on your case you will need to

    Create a workflow to populate your Optionset ( you will have to add the corresponding stages to your optionset) when the StageID or the ProcessID of the Process Flow changes.

    I hope you find this easy to do, Kindly Verify :)

    Best Wishes, Raz

  • Community Member Profile Picture
    Community Member on at

    Turns out I could add it to the grid via the relationship to the process but it isn't as clean so I implemented my own field that updates from the process stages as the article Mohit referenced suggested. Thanks!

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans