Share
ReportI would like to update the opportunity pipeline stage when creating the first quote record. Is there a way to do this using javascript?
You’re offline. This is a read only version of the page.
35
I would like to update the opportunity pipeline stage when creating the first quote record. Is there a way to do this using javascript?
Hi,
Glat that it worked. Please mark my answer verified if my asnwer were helpful.
Hi,
Try below javascript code to set active stage pipeline.
formContext.data.process.setActiveStage(stageId, callbackFunction);
Parameter
stageId String Yes The ID of the completed stage for the entity to make the active stage.
callbackFunction Function No A function to call when the operation is complete. This callback function is passed one of the following string values to indicate whether the operation succeeded:
- success: The operation succeeded.
- invalid: The processId isn’t valid or the process isn’t enabled.
You can also use web api to update bpf stage if form context is different.
All responses (
Answers (
var entity = {};
entity["activestageid@odata.bind"] = "/processstages(00000000-0000-0000-00000001)";
entity["opportunityid@odata.bind"] = "/opportunities(00000000-0000-0000-00000001)";
var req = new XMLHttpRequest();
req.open("PATCH", Xrm.Page.context.getClientUrl() "/api/data/v9.1/leadtoopportunitysalesprocesses(00000000-0000-0000-0000-000000000000)", true);
req.setRequestHeader("OData-MaxVersion", "4.0");
req.setRequestHeader("OData-Version", "4.0");
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.onreadystatechange = function() {
if (this.readyState === 4) {
req.onreadystatechange = null;
if (this.status === 204) {
//Success - No Return Data - Do Something
} else {
Xrm.Utility.alertDialog(this.statusText);
}
}
};
req.send(JSON.stringify(entity));
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,280
Super User 2024 Season 2
#2
Martin Dráb
230,214
Most Valuable Professional
#3
nmaenpaa
101,156