Change a field when I move to the next phase of a process

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Posted on by Community Member Microsoft Employee

Good afternoon, I need to change the value of a field when I get to a certain phase of the process, for example I want to change from phase 3 to 4 a field of two options change from "no" to "yes" automatically. I have already tried with 3 different workflows and they have not worked for me.

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Nithya Gopinath 17,074 on at

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RE: Change a field when I move to the next phase of a process

Hi Luis,

In dynamics 365, you could activate the workflow on stage change in the new Visual Process Designer. Stages can now execute workflows with a trigger of Stage Entry, or Stage Exit.

See: dynamicscrmcoe.com/business-process-flows-dynamics-365-part-1
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Community Member Microsoft Employee on at

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RE: Change a field when I move to the next phase of a process

If you are using Dynamics 365 then you can write workflow on stage entry and stage exit. Did you try it?
ashlega 34,475 on at

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RE: Change a field when I move to the next phase of a process

Hi,

have you tried OnStageChange event with Javascript?

msdn.microsoft.com/.../gg334481.aspx

PS. As for the workflows.. you know there can be more than one active process per record now, right? That may affect process-related custom workflow activities..