Populate default business process flow onload form

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Posted on by Datadvancer

Hello,

in Sales Hub app, Lead entity with a main form: SalesHub-Lead. There are two Lead BPFs in this app: SalesHub- Lead to Opportunity Process (Custom) and Lead to Opportunity Process (System).

Requirement: Opening SalesHub-Lead form always display the SalesHub-Lead to Opportunity Process. My script as below:

//====================================================

function onLoadSetDefaultBPF(executionContext) {

debugger;

var formContext = executionContext.getFormContext();

var activeProcessName = formContext.data.process.getActiveProcess().getName();

if (activeProcessName == null || activeProcessName !== 'SalesHub - Lead to Opportunity Process') {

var parameters = {};

parameters['process'] = 'SalesHub - Lead to Opportunity Process';

Xrm.Navigation.openForm(/lead/, null, parameters);

}
}

//===================================================

Implemented webresource in SaleHub-Lead form, it's not working. The error message:

One of the scripts for this record has caused an error. For more details, download the log file.

Cannot read properties of null (reading 'getName')
Session Id: 3325fc28-9410-45cd-80e4-
Correlation Id: 73e0c609-e108-4194-aaee-
Event Name: onload
Function Name: onLoadSetDefaultBPF
Web Resource Name: SaleHub_lead_setdefaultBPFbasedonapp.js
Solution Name: Active

Could you please help to check what problem I have made?

Thanks!

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Answers (0)

Dengliang Li Microsoft Employee on at

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Populate default business process flow onload form

Hi,

Please check if there is an active BPF in the current entity, if not the value obtained via the getActiveProcess() method is null.

Best Regards,
Dengliang Li
Inogic 438 on at

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Populate default business process flow onload form

Hi,

If you want to display the custom BPF process then check the below code –

setDefaultBPFForOpportunity = function (executionContext) {
            var functionName = "onChange ";
            var formContext;
            var quantity;
            var pricePerUnit;

                if (CRM_BPFLib.isValid(executionContext) && CRM_BPFLib.isValid(executionContext.getFormContext)) {
                    formContext = executionContext.getFormContext();
                    var activeProcessID = formContext.data.process.getActiveProcess().getId();
                    if (formContext != null) {
                        formContext.data.process.setActiveProcess("3E8EBEE6-A2BC-4451-9C5F-B146B085413A", CRM_BPFLib.callBackFunction);
                    }
                }
                ;

        };
callBackFunction = function (result) {
            if (result == "success") { }
            else { }
        };

Add your process ID in the ‘setActiveProcess’ method.

Hope this helps.

Thanks!