Microsoft Dynamics CRM (Archived)

Trigger to set next business process stage active

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How can I trigger to set next stage of a business process, active, based on a no/yes field filled out?

Thanks!

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gdas 50,091 Moderator on at

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Hi Barry,

You can simply call a javascript function on change of two option field. In the javascript function you need to write following.

If option value is yes then save the data first and then move to next stage.

Xrm.Page.data.entity.save();

Xrm.Page.data.process.setActiveStage(stageId, callbackFunction);

You need to provide stage I'd which you want to redirect .

Hope this helps.

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Thanks Goutam!

I am going to try your suggestion I'm just wondering how do I know the stageId for the stage I want to set active?

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Adrian Begovich 1,032 Moderator on at

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Hi Barry,

You can get the StageId using this JavaScript.

function onLoad() {
Xrm.Page.data.process.addOnStageChange(getStage);
getStage();
}

function getStage() {
var activeStage = Xrm.Page.data.process.getActiveStage();
var stageId = activeStage.getId();
var stageName = activeStage.getName();
}

The old StageId JavaScript is deprecated in Dynamics 365, as it can no longer reliably be used to determine which process is running on a record or as triggers to workflows or other automated tracking. More information on this can be found here.

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Thanks Adrian! I'm gong to try your suggestion...

Is there a way to get a stageId by stage name?

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Adrian Begovich 1,032 Moderator on at

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Hi Barry,

I am not sure what you would need that for, as you can get both the Stage Id and the Stage Name from a stage using JavaScript.

You may find the other JavaScript methods for Business Process Flows found on this link to be useful.

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